8th Street Investments, LLC

8th Street Investments, LLC provides discretionary investment management, financial planning and consulting to individuals (including high‑net‑worth and non‑HNW clients), as well as trusts, estates, corporations and charitable organizations. The firm manages roughly $167 million across about 58 client relationships and typically charges asset‑based fees for ongoing portfolio management with fixed or hourly fees for standalone planning engagements.

The firm develops client‑specific investment policy statements and applies fundamental analysis and strategic asset allocation, using a mix of individual equities, fixed income, mutual funds and ETFs to implement portfolios. Investment approaches include long‑term purchases alongside shorter‑term trading and option writing; accounts are generally monitored on an ongoing basis with at least annual reviews and tailored restrictions accommodated when feasible.

Distinctive features include a small advisory team managing a concentrated book of business with nearly all assets run on a discretionary basis and no stated account minimum, which can allow for customized portfolio construction. 8th Street recommends Charles Schwab for custody and participates in Schwab Advisor Services (receiving platform and practice‑support benefits), does not offer wrap programs or select third‑party managers, and does not charge performance‑based fees or vote client proxies.