Baviello Investment Management, LLC

Overview

Baviello Investment Management, LLC is a small, fee‑based registered investment adviser that focuses on discretionary portfolio management for individual and family clients as well as small businesses and institutional clients. The firm shows a clear tilt toward fixed‑income investing, with U.S. government bonds representing its largest single asset exposure. Investment activity centers on income generation and capital preservation rather than high‑turnover equity strategies. Baviello uses mutual funds and separate managed strategies for core exposures and taps third‑party managers when allocating to alternatives such as real estate and private credit. The firm does not position itself as an ESG investor and operates under a straightforward percentage‑of‑AUM fee model.

Assets & Accounts

Investments & Alternatives

Location & Offices