Select Investment Services

The firm provides investment management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include continuous portfolio management, project-based and ongoing financial planning, and outsourced CFO services that coordinate with clients’ other professionals.

Portfolios are built from client-specific investment policy statements and managed using a mix of passive and active strategies, with fundamental, technical, and cyclical analysis informing selections; the firm also can refer clients to third‑party managers and subscribe to model portfolios on digital platforms. The brochure notes a recent addition to the investable universe — recommendations to include Digital Asset ETFs — and clients receive periodic reviews and custodial reporting.

A distinctive feature is that the firm’s principal also operates an affiliated insurance brokerage and may sell insurance products to clients for separate, customary compensation, an arrangement the brochure discloses as a potential conflict of interest and which accounts for a substantial portion of the principal’s time. The adviser operates at a small scale (roughly $450,000 in assets across eight clients as a solo adviser) while offering CFO-style services, serving on a public pension board in a trustee role, and relying on digital custodians and model marketplaces to implement client strategies.