ROUND TABLE INVESTMENT STRATEGIES, LLC

Overview

Round Table Investment Strategies, LLC is an independent, owner-operated registered investment adviser that serves individuals and families on a fee model tied to assets under management. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also provides pension consulting and the selection of outside advisers. Its operating background includes accounting expertise, which informs tax-aware portfolio construction and reporting. Investment activity is centered on pooled public vehicles—mutual funds and similar products—used as the core implementation vehicle, while the firm also acts as a capital allocator to third-party managers for alternative exposure. ESG is not identified as an active theme in the adviser’s stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices