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Unconventional Investor LLC

EST. AUM
$302,536,599

CONTACTS

CLIENT ACCOUNTS
359

Firm Details

Metro area Boston
CRD Number 317333
Website unconventionalinvestor.com
Client types

Overview

Unconventional Investor is a fee-only Registered Investment Advisor offering portfolio management and financial planning services through a consumer-friendly, low-cost investment approach. The firm's philosophy is built on buy-and-hold strategy, broadly diversified portfolios using a core set of carefully selected asset classes, and a commitment to minimizing investment fees and costs. Unconventional Investor operates as a fiduciary and does not receive commissions for selling financial products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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