When engaged, Investoristics LLC operates as an exempt reporting advisor providing investment advisory services to large pension funds with assets under management (AUM) of a least 200 million dollars, private funds with AUM of 150 million dollars or less, hedge funds and venture capital funds.
Investoristics LLC can work with any registered investment advisory company on a contract basis providing direct advice to the firm itself under certain circumstances.
Investoristics LLC can work with your team of professionals or independently on a variety of projects including the construction of investment portfolios tailored to your specific needs, fiduciary oversight, overall investment strategy development, and comprehensive asset allocation studies that address your needs.
Our aim is to provide simple and understandable solutions to your complex investment problems. Investoristics LLC is primarily limited to tailoring investment strategies to customers' needs using both fixed income and US equities. Feel free to speak with us about any and all projects requiring a knowledgeable investment expert.
With over 20 years of experience, our Director is an accomplished, strategic and analytical Investment professional with a wealth of investment management experience within the pension and investments arena who has demonstrated success and innovation in the areas of investment analysis, data analytics, financial modeling, and asset/liability management.
Investoristics LLC is not in the business of providing investment advice to individual investors as we are only able to serve the needs of specific clients whom are largely identified above.
If we can assist you with your investments in any way please do not hesitate to reach out to us with specifics about your needs.