Select Money Management, Inc.

Overview

Select Money Management, Inc. is an independent registered investment adviser that has been SEC registered since 2010. The firm operates as a capital allocator for a mix of individual, family and institutional clients and charges fees based on a percentage of assets under management. Its advisory mandate centers on portfolio management for individuals and small businesses and the selection of outside advisers, indicating a hybrid approach that combines in-house portfolio work with delegated manager allocations. Ownership is a mix of a domestic entity and an individual, and the firm maintains formal industry relationships with broker-dealers, other investment advisers and an insurance company. It does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives