Selerski Asset Management, LLC

Overview

Selerski Asset Management, LLC is a small, independent registered investment adviser that favors equity-centered portfolios delivered on a discretionary basis. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting services, with a client base made up primarily of individual and family investors. Management charges fees as a percentage of assets under management and appears to run a lean, hands-on practice focused on exchange-traded securities rather than multi-asset or liability-driven strategies. Investment behavior points to a straightforward capital allocation philosophy: equities are the primary vehicle for achieving client goals. The firm is not an active ESG investor and is not positioned as a multi-state or large institutional adviser. Given the firm’s size and 100% discretionary AUM, portfolio decisions are likely implemented through separately managed account structures and exchange-traded instruments that allow for efficient trading and customization at the account level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices