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DecisionMap Wealth Management
At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate...
DecisionMap Wealth Management
At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can provide a great degree of confidence. By understanding your unique situation, we provide you with key insights to clarify the various opportunities available with the objective of guiding you toward the life you have always imagined. With decades of experience advising clients, we’ll also help you prepare for any of the unexpected challenges you might encounter along the way. Let's chat, visit DecisionMap.com, today. Content on this page is for informational purposes only and is not an offer, solicitation, or recommendation for any security, product, or service. It is not intended as investment advice and should not be relied upon for investment decisions. Third‑party information is believed to be reliable but is not guaranteed.
General information
Firm type
Asset Manager
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Great Falls
Corporate office
New York, NY, United States
Frequently asked questions
How does DecisionMap Wealth Management construct its investment portfolios?
The firm builds concentrated, long-only equity portfolios typically holding 20 to 30 US-listed stocks. Selection relies on proprietary fundamental research that targets companies with durable competitive advantages, strong management, and consistent free-cash-flow generation. Turnover is low, consistent with a multi-year holding period. Portfolios are held in separately managed accounts at third-party custodians.
Who owns DecisionMap Wealth Management?
DecisionMap is partner-owned and independent. It is not a subsidiary of a bank, insurer, or asset-management consolidator. This structure eliminates product-placement quotas and proprietary-fund mandates that can influence portfolio decisions at institutionally affiliated advisory firms. The ownership model aligns the firm's economics directly with client outcomes.
Does DecisionMap operate pooled investment vehicles or hedge funds?
No. DecisionMap does not manage mutual funds, ETFs, hedge funds, or private partnerships. All client assets are held in individually managed separate accounts. This structure gives clients direct ownership of their securities and daily liquidity, while maintaining the firm's focus on its single equity strategy without the operational complexity that pooled vehicles introduce.
What is DecisionMap's investment mandate and geographic focus?
The mandate is concentrated US large-cap equities, with permission to include developed-market companies that trade on US exchanges. The strategy focuses on high-quality businesses rather than sector rotation or macro-driven positioning. The firm does not invest in private equity, venture capital, real estate, fixed income, or derivatives within its core equity portfolios.
How does the firm handle custody and reporting?
DecisionMap uses third-party institutional custodians to hold all client assets. This separation between advisory and custody functions provides an independent verification layer for client statements and asset safety. The firm does not take physical custody of client funds or securities, in line with standard RIA custody practices regulated by the SEC.
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