Selective Advisors

Overview

Selective Advisors is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and small institutions. The firm is organized as a limited liability company and has been SEC‑registered since 2012. Ownership is held by an individual principal and the firm operates a compact, boutique model rather than as a multi‑state or networked advisor. Investment behavior is equity‑focused: exchange‑traded equities make up the largest share of managed assets and the firm’s stated preference is equities. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges and the ability to use performance‑based fees, which can allow for alignment with certain active strategies or manager structures. Selective Advisors does not position itself as an ESG investor. Advisory activities center on comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. The small scale of the business and the mix of fee types suggest a hands‑on advisory relationship with custom portfolio construction rather than a rules‑based robo or large wirehouse model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices