Convexity Investments LLC

Overview

Convexity Investments LLC operates as an independent registered investment adviser serving primarily individual and family clients, alongside small businesses. The firm focuses on traditional financial planning and discretionary portfolio management, charging clients a percentage of assets under management. Its investment posture favors liquid, publicly traded instruments—primarily mutual funds and pooled public funds—rather than direct holdings in private or complex alternatives. Convexity lists no active ESG emphasis and does not act as a capital allocator or pension consultant; its adviser model is built around personalized portfolio construction and financial planning for a small client base. Convexity is organized as a limited liability company and is owner-operated. Investment decisions appear concentrated and hands-on: with a compact asset base and a small number of clients, the firm is positioned to deliver individualized attention and tailor portfolios to client objectives rather than manage large, institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices