SLO MONEY MANAGERS

Overview

SLO Money Managers is an independent registered investment adviser that began its SEC registration in 2024 and is owned by an individual owner. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model leans on externally managed public funds and separately managed accounts rather than operating proprietary funds — the firm is not a capital allocator. Investment selection favors pooled public vehicles and third-party managers, with a stated appetite for ESG-conscious investments; SLO Money Managers identifies as an active ESG investor and incorporates those considerations into portfolio construction. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, enabling both ongoing portfolio management and project-based consulting work.

Assets & Accounts

Investments & Alternatives

Location & Offices