Investment Adviser Representative, Member of the Investment Committee & Chief Compliance Officer
Investment Adviser Representative, Member of the Investment Committee
5th Street Advisors, LLC is a fee-based independent SEC registered investment advisor, managing investment portfolios on a discretionary and non-discretionary basis for individuals, families, businesses and foundations. We have approximately 180 households as clients and approximately $149 million under management. Our clients are divided into four types: individuals, trusts, foundations and employer-sponsored retirement plans. We believe that in order to maximize consistent growth, we must consider all markets worldwide. Our investment objective is to provide, over the long run, a level of total return consistent with prudent investment management and clients' individual risk tolerance. Total return is defined as income generated by the portfolio's securities plus changes in the market value of investments, minus asset management fees and trading costs paid to custodians.