Inukshuk Investments, LLC

Inukshuk Investments provides discretionary portfolio management and financial planning services to a range of clients, including individuals, businesses, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Its planning work covers areas such as retirement planning, college savings, divorce and collaborative divorce guidance, business valuations, and broader financial advising.

The firm follows an active, "world‑cap" strategy that is flexible across market capitalizations, styles, asset classes, and geographies, and it integrates fundamental, cyclical, and technical analysis into client‑specific portfolios grouped as Aggressive Growth, Total Return, or Conservative Income. Although oriented toward long‑term investing, portfolios may be augmented tactically and can include short‑term trading, short sales, margin transactions, and options strategies when deemed appropriate.

Compared with many peers, Inukshuk’s client mix and services are notable for including charitable organizations and retirement plan clients, reflecting an institutional component that is less common among independent advisers of similar size. The firm operates with discretionary trading authority, conducts monthly account reviews by its adviser, and receives some client referrals through a third‑party matching service for which it pays referral fees.