Adare Asset Management, LLC

Adare Asset Management provides continuous investment management on either a discretionary or non‑discretionary basis for individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporate entities. In addition to serving typical retail clients, the firm also works with insurance companies and other corporate or business clients, a client mix that is less common among independent advisers.

The firm follows a conservative, fundamentals‑driven equity approach that emphasizes sustainable earnings and dividend payouts, paired with a cautious fixed‑income strategy that favors high‑quality individual taxable and tax‑exempt bonds tailored to each client’s needs. Adare also specializes in analysis and selection of financial‑services companies (banks, insurance companies and diversified financial firms) and, for a select number of clients, manages sector‑focused portfolios that can entail higher turnover and incorporate fundamental, technical and cyclical analysis.

Adare manages approximately $159 million in client assets and provides both direct portfolio management and subadvisory services, including introducing clients to third‑party advisers and accepting outsourced portfolio‑management assignments. The firm tailors portfolios to individual client objectives, generally does not vote proxies unless explicitly requested, and documents relationships and third‑party arrangements in written contracts.