SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC

Overview

Sinopoli & Sinopoli Financial Services, LLC is a small independent registered investment adviser that concentrates on equity-driven portfolio management and financial planning for both individuals and institutions. The firm functions as a capital allocator, blending managed equities with third‑party alternative real estate exposure and mutual funds. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and the selection of outside advisers, which points to a hybrid model that combines discretionary portfolio management with consulting and outsourced manager selection. Investment activity skews heavily toward exchange‑traded equities, with a stated preference for liquid, listed securities. Fee arrangements are flexible — percentage of AUM plus options for hourly and fixed fees — which accommodates a mix of ongoing relationships and project-based client work. The firm is not positioned as an ESG investor.

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Location & Offices