FLATLEY ADVISORY GROUP

Institutional Portfolio Strategy and Capital Advisory

Michael Flatley

Portfolio Manager | Strategic Advisor

I advise high-net-worth individuals, families, and entrepreneurs on portfolio construction, risk management, and major capital decisions.My work draws on 18+ years of experience managing and overseeing billions of dollars in client assets, including senior responsibility for large, actively managed equity portfolios. Today, I apply institutional investment discipline and modern analytical tools directly with a select group of private clients.

Background

Institutional Scale: Senior responsibility for multi-billion-dollar client portfolios.
Active Equity Expertise: Led equity portfolio management for a $1B advisory platform.
Direct Access: Based in Charleston, serving clients nationally.

You may have a portfolio.
The real question is whether you have a strategy.

Most high-net-worth investors suffer from hidden concentration risk, fee inefficiency, and style drift. I serve as the institutional "second set of eyes," providing the transparency and rigorous stress-testing that private wealth often lacks.

SERVICES

Portfolio Strategy &
Risk Oversight

Active equity management and portfolio positioning designed to manage risk, concentration, and opportunity across market cycles.

High-Stakes Capital Decisions

Advisory support for liquidity events, concentrated equity exposure, compensation planning, and long-term capital allocation.

Investor Education for Complex Wealth

Targeted education for executives, athletes, and next-generation inheritors focused on market mechanics, risk, and decision-making

REQUEST A PRIVATE CONSULTATION

Introductory conversations are confidential and exploratory.
I review all inquiries personally and respond when there is a clear fit.

SCHEDULE A MEETING

© 2026 Flatley Advisory Group. All Rights Reserved.Disclaimer: Flatley Advisory Group is a strategic consulting firm providing financial analysis and education. We do not provide securities brokerage or investment advisory services regarding the purchase or sale of securities on this platform. All analysis is for informational purposes only.