Naples, FL Office

OneSeven provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering discretionary portfolio management, financial planning, retirement‑plan advisory and consulting, and occasional educational seminars. Portfolios are typically built using diversified mutual funds, ETFs and individual stocks and bonds, with access to alternatives, private placements and variable‑insurance products when appropriate.

The firm's investment approach is primarily long‑term focused but allows shorter‑term trading as needed, and OneSeven applies internal due diligence while offering both discretionary and non‑discretionary arrangements. It commonly implements strategies through unaffiliated Independent Managers and third‑party platforms (including SMArtX UMAs) and also manages certain “held‑away” participant accounts via a third‑party connector (Pontera).

OneSeven is affiliated with MGO Inc., which provides pension consulting and related services—an affiliation that is relatively uncommon among multi‑team firms and expands its retirement‑plan capabilities and potential consulting relationships. The firm also operates a large network of IAR trade names, engages third‑party service providers for model implementation and class‑action monitoring (e.g., SMArtX and 11thEstate), and discloses various outside activities by IARs (including private funds and referral arrangements) that clients should review for potential conflicts.