Investable Wealth, LLC

Investable Wealth, LLC provides concierge, discretionary portfolio management to individuals, trusts, estates and small businesses and typically begins client relationships with a complimentary consultation to review objectives and custodial choices. The firm operates solely with discretionary accounts and does not offer wrap programs or non-discretionary portfolio management.

The investment approach is growth-oriented and active, relying primarily on publicly traded equities and ETFs supplemented by option contracts, fixed income and cash equivalents, with portfolio construction guided by fundamental, technical and near-term trend/event analysis. Trading frequency and asset allocation are adjusted based on market conditions, and cash-equivalent instruments are used to preserve capital between trades or as part of risk-mitigation.

Distinctive features include managing in excess of $100 million with a small advisory team (two advisors) and a practice of requiring clients to use preferred broker/custodians for its concierge discretionary services, which can affect custodian choice for prospective clients. The firm also permits and encourages congruent personal trading by its access persons and discloses minor ancillary revenue from non-advisory activities (writing, podcasts, retail sales) while stating it does not accept commissions for financial product sales.