Factor Investing Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$348,829,624
Total clients
491
21% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
123
Average account size
$710,447
About
Factor Investing Group provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The four‑advisor team manages roughly $349 million and constructs portfolios using ETFs and mutual funds as a core, supplementing those holdings with individual equities, closed‑end funds and fixed‑income instruments when appropriate.
The firm’s investment approach is evidence‑based and factor‑oriented, integrating quantitative and statistical methods with fundamental analysis and macroeconomic assessment to inform asset allocation and selective factor tilts. Portfolios are generally long‑term and cost‑conscious, with models and optimization tools used as referential inputs while discretionary judgment guides rebalancing, tax management and client‑specific constraints.
Noteworthy distinctions include the firm’s engagement of academic and research professionals in a non‑discretionary advisory role and an institutional custodian relationship that provides research, software and launch support—arrangements the firm discloses as potential conflicts. The brochure also explicitly highlights factor‑premium and model risk and states that quantitative outputs are intended to inform, not automatically determine, investment decisions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Factor investing / smart beta
Active portfolio management
Fee options
up to 1.30% annually (negotiable, based on factors including asset size, complexity, planning services, relationship)
Fee-only: Fees are paid as a percentage of assets under management; no commissions or other compensation received.
Main office location
Factor Investing Group
8 Lyman Street, Suite 204
Westborough MA 01581, United States
Number of offices
4
Most active in
Factor Investing Group has reported serving >5 clients in these states in the last 12 months.
Florida · Maine · Massachusetts · Michigan · New Hampshire · Rhode Island · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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