YOUR INVESTMENT ADVISOR

Overview

Your Investment Advisor is a small, fee-based wealth manager that focuses on portfolio management for individuals and small businesses. The firm runs discretionary accounts and leans heavily on pooled public vehicles—primarily mutual funds and other public funds—for core exposure. It is structured as a limited liability company with individual ownership and uses a percentage-of-AUM fee model. The firm is not positioned as an ESG-focused investor, does not operate as a multi-state adviser, and does not provide pension consulting or related-adviser services. Manager allocation appears conservative and execution-oriented: the bulk of client assets are placed in diversified public funds rather than concentrated single-stock positions or bespoke institutional strategies. The firm also allocates to real estate through third-party alternative managers, signaling some use of non-public and illiquid strategies alongside its mutual fund sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices