Charlotte, NC S Tryon St Office
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Choreo, LLC
Multi-team
Firm-wide stats for Choreo, LLC
About
Choreo serves a broad client base that includes individual and high‑net‑worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. Its advisory offerings span discretionary and non‑discretionary portfolio management, aggregated reporting, financial planning, wealth management consulting, outsourced CIO services, and retirement plan/pension consulting.
The firm’s investment process starts with strategic asset allocation (built from regional/country weights of the MSCI All Country World Index and the Bloomberg U.S. Aggregate Bond Index) and uses quantitative screening, due diligence and Investment Committee approval to populate an approved list of managers and model portfolios. Choreo implements portfolios through a mix of Choreo Models, separately managed accounts, direct indexing, options overlays and allocations to registered funds and private funds, and it provides held‑away account services and periodic monitoring and reporting.
A noteworthy operational feature is that some Choreo advisors are registered representatives of a broker‑dealer and may receive trailing commissions from past sales of annuities or other brokerage products; the firm also operates an affiliated insurance agency and discloses referral and ownership relationships (for example with Estate Planning Team and Overture) that can create potential conflicts of interest. Choreo’s suite of specialized advisory services — including 1031 like‑kind exchange advisory, Deferred Sales Trusts™ consulting, Opportunity Zone consulting, and OCIO work for ultra‑high‑net‑worth clients — further differentiates its service mix from many peers.
Based on Choreo, LLC
Location
300 S Tryon St Suite 1500
Charlotte NC 28202
Advisors at this office
3
Advisors at this office
Jeremy F
Series 65
Charlotte, NC
Choreo, LLC
Jeremy Fisher is a financial advisor at Choreo, LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has been with RSM US Wealth Management LLC since 2012. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Lauren M
Series 65
Charlotte, NC
Choreo, LLC
Lauren Martinez is a financial advisor at Choreo, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Verum Partners LLC, Novare Capital Management, LLC, and Staton Financial Advisors, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process, offering a broad range of services such as portfolio management, wealth management consulting, outsourced CIO, and retirement plan consulting.
Derek V
CFA®, Series 63
Charlotte, NC
Choreo, LLC
Derek Vasko is a CFA® charterholder with 13 years of industry experience. He is currently with Choreo, LLC and has prior experience at RSM US Wealth Management LLC, London Stock Exchange Group, and LPL Financial. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
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