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Mosaic Financial Group
The Mosaic Financial Group, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2000. The firm manages $949 million in assets, with...
Overview
The Mosaic Financial Group, LLC is an SEC-registered investment adviser in Chicago, IL, registered since 2000. The firm manages $949 million in assets, with $305 million on a discretionary basis. It has 27 employees and 9 investment advisers.
General information
Firm type
RIA
Year founded
2001
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
John A. Nersesian
Managing Director
David J. Lantsberger
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Mosaic Financial Group?
Investment decisions at Mosaic Financial Group are made by the advisory team led by Managing Directors John Nersesian and David Lantsberger. The firm uses a committee-based approach to select and monitor investment vehicles, primarily through third-party ETFs, mutual funds, and alternative manager allocations. Client portfolios are customized based on financial plans and risk profiles.
What investment stages and sectors does Mosaic Financial Group focus on?
Mosaic Financial Group focuses on liquid public markets for core client portfolios — equities, fixed income, and alternatives. It does not target specific venture or growth equity stages. Sector allocations are determined by broad market indices and client-specific risk parameters, not by top-down thematic bets.
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