Select Investment Services

Overview

Select Investment Services is a sole proprietorship operating as an independent registered investment adviser focused on individuals and families. The firm’s owner is an individual adviser who also functions as a capital allocator, sourcing third‑party managers and funds on behalf of clients. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The business also operates as an insurance broker and charges a mix of fees, including a percentage of AUM, hourly fees, and fixed fees. The adviser does not market itself as an ESG investor and is registered only in California.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices