O.f.o. Partners, LLC

O.F.O. Partners, LLC is a registered investment advisor based in Hingham, Massachusetts. Established in June 2018 and registered in April 2019, the firm is primarily owned by Douglas V. Moon, who serves as the Managing Member and Chief Compliance Officer. O.F.O. Partners offers investment advisory services to individuals, high net worth individuals, families, charitable organizations, trusts, corporations, and estates, acting as a fiduciary to its clients. The firm provides wealth management services, including financial consulting and investment management services, tailored to each client's investment goals, risk tolerance, and financial situation. For wealth management and investment management services, O.F.O. Partners charges fees based on a percentage of assets under management, with fees ranging from 0.23% to 0.88% annually, depending on the total assets managed. The firm does not charge performance-based fees and does not participate in wrap fee programs. O.F.O. Partners does not accept or maintain custody of client funds, except for limited purposes related to fee deductions and money movement authorization. The firm's investment approach primarily involves fundamental analysis, focusing on economic and business indicators to select suitable investments. O.F.O. Partners may recommend the use of independent managers for client portfolios and offers financial consulting services for various financial needs. The firm emphasizes transparency, communication, and client education, providing periodic reports and reviews of client accounts. O.F.O. Partners does not have any disciplinary events to disclose and maintains a strict Code of Ethics to guide its business practices. Clients can access the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected.