TETLEY INVESTMENTS, LLC

Overview

Tetley Investments, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm leans toward equity-oriented allocations — exchange-traded equities make up its single largest exposure — and implements client programs through discretionary management where the adviser is authorized to trade on behalf of clients. Fee arrangements combine a percentage of assets under management with the availability of hourly billing for advisory or planning work. The firm is not an active ESG investor and does not identify itself as a multi-state adviser. Tetley operates as a boutique RIA with an owner-type classified as an individual, which tends to produce a client service model oriented around personalized planning and portfolio construction rather than scaled product distribution. The firm’s structure and stated advisory activities suggest it builds customized portfolios for private clients, with a practical emphasis on traded equities and standard pooled vehicles rather than a broad direct alternative-investment platform.

Assets & Accounts

Investments & Alternatives

Location & Offices