Pursuit Planning and Investments, LLC

Pursuit Planning and Investments, LLC provides financial planning and portfolio management to a small, mixed client base that includes individual clients (including high-net-worth), corporations and other registered investment advisers. The firm offers both single-engagement and ongoing comprehensive planning services covering retirement, tax, estate, cash flow, college savings, risk management and business planning, and implements investment recommendations as part of plan delivery.

The firm’s investment approach is grounded in Modern Portfolio Theory and passive management, typically using index mutual funds and ETFs and relying on model portfolios constructed and managed by an unaffiliated sub-advisor, XY Investment Solutions, while the firm selects the specific model and monitors suitability. Investment decisions are guided by client-specific investment policy statements and the firm generally maintains discretionary trading authority for managed accounts.

Noteworthy differences from many peers include the firm’s very small scale—about $1.84 million in assets across roughly 11 clients—and an emphasis on an ongoing planner-client subscription model for comprehensive planning rather than only one-time plans. The principal holds the CFP® certification, the adviser does not aggregate client trades into block orders, and managed-account clients receive custodian statements rather than separate written investment reports from the firm.