SWEENEY & MICHEL, LLC

Overview

Sweeney & Michel, LLC is an independent registered investment adviser that builds fee-based portfolios for individuals, families and small institutions. The firm combines financial planning with portfolio management and offers pension consulting as a component of its client services. It charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which allows it to tailor billing to smaller planning engagements as well as ongoing discretionary mandates. Investment activity shows a clear tilt toward public funds and mutual funds as core building blocks, supplemented by indexed and actively managed ETFs. The firm does not operate as a capital allocator or sponsor private funds itself; instead it accesses alternatives through third-party managers when appropriate. Sweeney & Michel is not positioned as an ESG-focused investor and maintains a relatively conventional asset allocation approach that favors broad-market equity exposure and pooled vehicles for core allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices