ST. MICHAELS ASSET MANAGEMENT

Overview

ST. Michaels Asset Management is a small, equity-focused advisory firm that provides portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily through discretionary mandates, reflecting an active, hands-on approach to implementing client strategies. Its stated client base is individual and family investors rather than institutions, and it does not position itself as an ESG or multi-state specialist. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments as the core holding class. The firm supplements equity exposure with third-party mutual funds and a selection of alternative allocations — notably hedge funds, real estate, commodities, and oil & gas — typically accessed through external fund managers rather than direct proprietary strategies. Portfolio construction appears to favor liquid, exchange-traded exposure for the bulk of client assets while using alternative funds to introduce diversification and non-correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices