Drawingboard Wealth Advisors

DrawingBoard Wealth Advisors is a newly formed registered investment adviser that intends to provide portfolio management and financial planning primarily for institutional investors, family offices, accredited investors, high-net-worth individuals, and other investment advisers. The brochure states the firm has not yet commenced advisory operations and reports no assets under management as of its most recent filing.

The firm describes an investment approach that combines fundamental analysis, modern portfolio theory, and technical analysis with a primary orientation toward long-term investing. It also emphasizes allocations to alternative and private-market strategies — including private equity, venture capital, private credit, secondary investments, co‑investments, and hedge-fund strategies — and notes it will assess eligibility and suitability before recommending illiquid investments.

Distinctive features in the brochure include the firm’s role as a fiduciary for retirement plan and IRA accounts (consistent with pension-consulting activity) and an explicit intention to select third‑party investment managers on clients’ behalf, both of which are relatively uncommon among peers. The brochure also discloses that the firm is not registered as a broker‑dealer and does not effect securities transactions, while retaining the ability to charge performance-based fees and to compensate third‑party solicitors for client referrals.