Asset ManagerRIA · CRD 125981SEC-Registered

Updated:

Financial Decision Partners

Financial Decision Partners is a quantitative advisory boutique that builds factor-based portfolio models for institutional allocators.

Financial Decision Partners

Financial Decision Partners, LLC is an SEC-registered investment adviser with $16 million in regulatory assets under management. The firm manages $14 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What does Financial Decision Partners actually do?

Financial Decision Partners provides quantitative advisory services focused on asset allocation, risk-factor modeling, and portfolio construction. Rather than running commingled funds, the firm delivers custom decision-support frameworks to institutional clients. Its work applies structured decision science to problems like liability-driven investing and stress-testing.

Does the firm manage discretionary assets?

Based on its advisory structure and available description, Financial Decision Partners does not appear to manage discretionary capital pools. It delivers analytical models and frameworks, separating it from OCIO providers and traditional asset managers who take delegated investment authority.

Who are typical clients for Financial Decision Partners?

The firm serves institutional investors such as pension funds, endowments, and family offices. Its low public profile and project-based engagement model suggest a concentrated client base, likely operating under non-disclosure agreements that limit public disclosure of specific mandates.

Does the firm disclose its assets under advisement or AUM?

Financial Decision Partners does not publicly disclose assets under advisement or traditional AUM figures. As a model-delivery and advisory firm rather than a discretionary manager, standard AUM metrics do not apply cleanly to its business.

What is the firm's investment philosophy?

The philosophy centers on applying quantitative decision frameworks to institutional asset allocation. The firm focuses on risk-factor modeling and structured portfolio construction rather than conventional security-picking or market-timing approaches.

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