Newport, RI Office

Factor Investing Group provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Like many supported firms, it typically charges asset‑based advisory fees and delivers ongoing portfolio management for individual clients.

The firm’s investment approach is evidence‑based and factor‑oriented, drawing on academic research (including Fama‑French style factors), quantitative and statistical methods, fundamental analysis, and macroeconomic assessment to inform portfolio construction. Portfolios are generally implemented with low‑cost ETFs and mutual funds and may be tilted toward or away from specific factors, with quantitative models used as inputs that advisers may override based on judgment and market conditions.

Distinctive features include the firm’s explicit engagement of academic and research professionals who provide non‑discretionary research and strategic guidance, and its formal acknowledgement of factor premium and model risk in its disclosures. The firm manages roughly $349 million across about 491 client relationships with a four‑person advisory team and maintains an institutional relationship with a major custodian (Fidelity) that supplies research, platform tools, and launch support—an arrangement the firm discloses and says it manages as a potential conflict of interest.