THE VIABLE GROUP, INC.

Overview

The Viable Group, Inc. is an independent, privately owned advisory corporation that serves individual and family clients. The firm acts as a capital allocator, combining traditional financial planning and portfolio management for individuals and small businesses with selection-of-adviser services. Its stated advisory activities include financial planning, portfolio management, selection of other advisers and, per its filings, pension consulting services. Fee arrangements are flexible and include percentage-of-AUM charges alongside hourly, fixed-fee and other billing structures. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. It maintains an industry affiliation with an insurance company, reflecting at least some connections to insurance-related products or distribution. The Viable Group, Inc. is not a newly formed adviser.

Assets & Accounts

Investments & Alternatives