Riser Investing, LLC

Overview

Riser Investing, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and lists pension consulting services among its advisory activities, though its client base is primarily individual and family accounts. Riser Investing does not present itself as an active ESG investor and is not structured as a multi-state adviser. Investment activity centers on pooled public vehicles as the primary building blocks for client portfolios. The firm appears to favor traditional mutual funds and similar public fund structures for core allocations, while also incorporating annuities and third-party real estate strategies where appropriate. Given the firm’s size and client concentration, the investment approach is likely tailored and managed at the account level with an emphasis on asset-allocation solutions delivered through fund wrappers rather than heavy direct-equity engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices