FitzRoy Investment Advisors Email Format

Financial ServicesFlorida, United States2-10 Employees

FitzRoy Investment Advisors is a small, independent firm operating as a multi-family office based in Miami, Florida. It provides non-discretionary investment advisory services, emphasizing asset allocation and manager selection, with a holistic approach that aims to avoid conflicts of interest by relying on third-party independence. The firm utilizes an open architecture model, offering clients a broad range of manager options to choose from and aligning its guidance with the objective of reducing conflicts tied to specific product recommendations.

Targeting high net-worth families and individuals, FitzRoy emphasizes services for US persons through its SEC-registered framework. The company is positioned within the financial services sector as a boutique adviser that concentrates on delivering objective investment counsel rather than discretionary management, with a focus on transparency and independence in its advisory relationship.

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