Select Advisory Group Inc

Select Investment Advisory Group provides personalized investment advisory and portfolio management services primarily to high‑net‑worth individuals and to non‑retail entities, including private corporations, trusts, endowments and societies. The firm manages both discretionary and non‑discretionary accounts and engages with clients through initial and ongoing consultations to tailor portfolios to objectives, risk tolerance and planning horizon.

Portfolios combine equity and fixed‑income holdings using broad diversification, passively and actively managed funds, and a duration‑focused approach to bonds informed by academic research; the firm applies both fundamental and technical analysis and delivers monthly consolidated reports. The adviser operates on an open‑architecture custody model, typically with limited trading authority after client approval, and conducts continuous portfolio review and client communications.

Distinctive features include a principal with a certified public accountant background and extensive prior experience at large accounting firms who also leads the firm’s fixed‑income strategies, and the use of performance‑based compensation alongside asset‑based fees — practices that are less common among similar independent advisers. The firm’s regulatory history includes consent orders related to disclosure and performance‑fee matters that were resolved with agreed payments.