THE PERSPECTIVE GROUP

Overview

The Perspective Group is an independent registered investment adviser that primarily serves individuals, families and small institutions. The firm bills on a mix of percentage-of-AUM, hourly and fixed fees and combines financial planning, portfolio management for individuals and small businesses, and pension consulting in its advisory offering. It identifies as an active ESG investor and acts as a distributor/other financial product salesperson in addition to its advisory work. The firm does not operate as a capital allocator; instead it selects third‑party managers and vehicles to implement client strategies. Investment activity centers on public fund exposures complemented by third‑party alternative managers. Public mutual funds make up the largest single asset bucket, while the firm also adds hedge funds, real estate and managed futures to broaden return drivers and manage correlation and volatility across client portfolios. The Perspective Group’s approach appears to favor multi‑sleeve portfolios using retail and institutional fund vehicles rather than running in‑house funds or concentrated single‑stock strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices