The Pursuit, Inc.

The Pursuit, Inc. provides discretionary portfolio management and investment counsel to individuals, trusts, small business pension plans and other retirement plans, overseeing roughly $7.3 million in client assets. While organized and operated like an investment manager that typically works with pooled or institutional assets, the firm also accepts both non-high-net-worth and high-net-worth individual clients and may advise on assets not held under its direct management (for example, 401(k) plans).

The firm’s investment approach emphasizes direct ownership of individual equities and fixed income—favoring mid- and large-cap companies (generally $3+ billion market caps), U.S. Treasuries and high‑quality municipal bonds—rather than a primary reliance on ETFs or mutual funds. Portfolios are constructed as balanced allocations of equities, bonds and cash, often concentrated with long holding horizons and adjusted to client-specific factors such as tax profile, income sources and state residence.

Notable operational features include trade aggregation across client accounts for execution and a preference for Charles Schwab as custodian to leverage its operational services; the firm is small and owner-operated and relies on a compliance manual rather than a formal written Code of Ethics. The Pursuit also generally does not vote client proxies (opting instead to sell when management strays from shareholder value), and it accommodates limited client-directed inclusions or exclusions while cautioning that such direction can introduce additional risk.