Founded in August 2005, Fluetsch Financial Services, LLC provides investment counsel, portfolio management and business analysis for high net worth individuals and institutions.   

Budget Planning Template for HNW Individuals
Confidential Data Profile
Investment Policy Statement
Professional Service Agreement

Investment Counsel and Portfolio Management

Successful execution of our philosophy requires developing realistic expectations for the client, a policy and asset allocation for the advisor and the markets to perform within their historical parameters.  We use Exchange Traded Funds to implement client portfolios.

Business Analysis

We evaluate or create business opportunities case by case.

Fluetsch Financial Services, LLC is a Registered Investment Advisor with the State of Alaska and located in the State Capital of Juneau, Alaska.