Viento Financial Group, LLC

Viento Financial Group, LLC is a two-advisor, state-registered investment advisory firm that manages roughly $50.8 million for about 83 clients, serving individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and other institutions. The firm provides discretionary portfolio management and financial planning, producing written plans for planning engagements and inviting clients to annual reviews.

The firm follows a structured, suitability-driven process to develop individual investment policies based on each client’s objectives, time horizons, risk tolerance, and liquidity needs, implementing portfolios through model allocations and periodic rebalancing. Investment decisions draw on multiple analytic methods (fundamental, quantitative, qualitative, and cyclical analysis) and the firm applies explicit screens—using Morningstar classifications—to limit exposure to fossil fuels and other specified industries while favoring clean energy, water, clean technology, and low–carbon businesses.

Notable operational features include a requirement that managed accounts be custodied through a single independent custodian (Axos Advisor Services) to support block trading, consistent execution, and unified back-office administration. The firm also makes one annual financial planning engagement available to clients who maintain accounts without an additional hourly charge, and its two-advisor team is CFP®-credentialed and organized as a recently founded, advisor-led practice.