SELECT INVESTMENT SERVICES

Overview

Select Investment Services is a small, independent registered investment adviser organized as a sole proprietorship and operated by an individual owner. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also functions as an insurance broker and describes itself as a capital allocator, suggesting it directs client capital to third-party managers as part of its offering. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving flexibility for advisory and planning work. Select Investment Services does not identify as an active ESG investor, is not multi-state in its registration profile, and is not structured as a related adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives