Waldo Investment Advisors, LLC

Overview

Waldo Investment Advisors, LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and organizes client relationships primarily through separately managed accounts. Investment activity centers on liquid, exchange-listed securities as the core building blocks of client portfolios, with a clear preference for equities over fixed income or cash. The adviser does not list ESG integration as a firm-wide investment driver and does not position itself as a multi-state or pension consultant. Manager allocation tends toward third‑party mutual fund and ETF vehicles for market exposure, complemented by selected alternative strategies in real estate-related assets and digital currency exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices