Transcendent Investment Advisors, LLC

Overview

Transcendent Investment Advisors, LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and identifies itself as a capital allocator. Its advisory services span direct portfolio management for individuals, small businesses, pooled investment vehicles and institutional/business clients. The firm also engages in selecting other advisers, publishes periodicals or newsletters, and offers market timing services alongside educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, subscription, and fixed-fee models. Transcendent does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives