Susan Carlisle

Overview

Susan Carlisle operates a small, equity-focused advisory practice that provides portfolio management services to individuals and small businesses. The firm runs on a fixed-fee model and centers its allocations on exchange-traded equities, using mutual funds as a secondary tool. Investment activity shows a clear preference for liquid, publicly traded instruments; the firm appears to favor tax- and cost-efficient implementations consistent with an accountant background. With just 11 clients, Susan Carlisle manages concentrated relationships and tailors portfolios at a high net-worth scale. The adviser is not positioned as an ESG specialist, does not act as a capital allocator to external alternative managers beyond targeted real estate exposure, and is not set up as a multi-state or pension consultant operation.

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Public Holdings

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Location & Offices