DECISION INVESTMENTS, INC.
SEC RegisteredIndependent Advice. Uncompromised Service.
About the firm
At Decision Investments, the top priority is clients and providing prudent advice with integrity. The firm specializes in actively managed portfolios, employing fundamental and technical analysis to maximize returns while minimizing risk, and offers a holistic approach to empower clients' financial journeys.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed portfolios, fiduciary fee-only financial planning, enhanced dividend portfolio strategy, impact investing, and 401k advisory services including self-directed accounts and rollover IRAs.
Who they serve
Investors seeking personalized financial planning, including those with various financial situations who want growth, income, and protection strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $39M |
| High Net Worth Individuals | 49 | $116M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $100K | — |
| $100,000 to $500,000 | 1.50% |
| $500,001 to $1,000,000 | 1.25% |
| $1,000,001 to $2,000,000 | 1.00% |
| Over $2,000,000 | — |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DECISION INVESTMENTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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