Levin Funding Group LLC

Levin Funding Group LLC provides discretionary investment management, financial planning and consulting services to individuals (including high‑net‑worth clients), trusts, charitable organizations, and small businesses. The firm typically bills on an asset‑based fee schedule and conducts ongoing portfolio monitoring and written investment policy development for client accounts.

The firm customizes portfolios to client objectives and risk profiles, generally favoring passively managed asset‑class and index funds (including funds from Vanguard and Dimensional Fund Advisors) and using model portfolios where appropriate; individual equities may be retained for tax or client‑directed reasons. Levin Funding also engages independent third‑party managers (e.g., SEI, Dimensional, Parametric) and, for qualified clients, may recommend alternative investments or private fund vehicles such as hedge funds and private equity.

A distinctive feature disclosed in the brochure is an affiliation with Levin Insurance Services, LLC: certain firm personnel are licensed insurance agents who may recommend insurance products (including life insurance offered through New First Financial Resources) and receive commissions, a potential conflict of interest the firm discloses. The firm also offers a third‑party cash aggregation service (Flourish Cash through Stone Ridge) and operates with a relatively large asset base for a single‑advisor practice—roughly $215 million in discretionary AUM across about 48 clients—leading to use of sub‑advisers, promoter referral arrangements, and specialized services for select clients.