Outfitter Financial

Outfitter Financial, LLC is a fee-only registered investment advisor established in 2017, offering asset management services to help clients achieve long-term growth and capital appreciation. The firm manages $148,427,178 in discretionary assets and $8,445,416 in non-discretionary assets as of December 31, 2024. Their portfolio management strategies focus on equity, fixed income, mutual funds, ETFs, and third-party money managers to tailor unique asset allocation guidelines for clients. Clients are primarily individuals and families, with a minimum initial investment of $1,000,000, which may be waived under certain circumstances. Outfitter Financial acts as a fiduciary, putting clients' interests first, and does not charge performance-based fees. The firm's investment strategies involve fundamental and technical analysis to manage risk and grow wealth. They offer consulting services for high net-worth clients at additional fees. Outfitter Financial's custodial services are provided by RBC Advisor Services, and they exercise discretion in trading securities for client accounts. The firm has a Code of Ethics to ensure ethical conduct and a review process for client accounts. They do not receive referral compensation and have no disciplinary events to report.