WORCH FINANCIAL GROUP, LLC

Overview

Worch Financial Group, LLC is a small, privately owned advisory and insurance practice that mixes financial planning and portfolio servicing with product distribution. The firm lists financial planning, portfolio management for individuals and small businesses, and selection of other advisers as its primary advisory activities, and it also operates as an insurance broker and other financial product salesperson. That structure points to a hybrid business model: advisory work and multi-fee arrangements, with an emphasis on arranging third-party solutions and insurance/annuity products for clients rather than running large proprietary investment platforms. Investment activity leans toward allocating client capital to third-party managers and packaged products. The firm reports being a capital allocator and identifies hedge funds, private placements and real estate among the alternative strategies it uses. At the same time, annuities and mutual funds appear prominently in its product mix, which fits the insurance-broker/adviser footprint. The firm does not identify as an active ESG investor and is not a multi-state adviser.

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Location & Offices