Analytic Investment Management LLC

Overview

Analytic Investment Management LLC is a small, fee‑based advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm runs equity‑tilted portfolios, favoring exchange‑traded equities and ETFs as the primary building blocks of client accounts. Analytic Investment Management LLC charges a percentage‑of‑assets fee and does not present itself as an ESG investor. The firm’s product mix indicates a preference for liquid, publicly traded instruments for core exposures while retaining the flexibility to allocate to less liquid opportunities — specifically private placements and commodity exposures — when appropriate for a client’s objectives. Analytic Investment Management LLC serves a concentrated client base and appears to deliver highly personalized management given its small roster of relationships and sizeable average client balances. Portfolio construction leans toward equity allocations, with mutual funds used selectively alongside ETFs and individual equities to fill tactical or strategic needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices