S.F. EHRLICH ASSOCIATES, INC.

Overview

S.F. Ehrlich Associates, Inc. is a small, owner-led independent registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-assets and fixed fees. Registered with the SEC in 2018, the firm operates as an adviser that selects third-party managers and products rather than running pooled capital of its own. Investment activity is concentrated in publicly traded pooled vehicles, with a clear preference for mutual funds and other public funds as core building blocks. The firm identifies as an active ESG investor, incorporating environmental, social and governance factors into manager and product selection where appropriate. S.F. Ehrlich tends to construct portfolios with diversified public-fund exposure and supplements that exposure selectively with real estate-focused alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices