Analogous Investment Management Limited Liability Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Analogous Investment Management is a small, independent registered investment adviser that provides discretionary portfolio management primarily to individuals and high‑net‑worth clients, and offers analysis and recommendations for retirement rollovers. The firm focuses on managing portfolios composed of individual stocks and bonds, mutual funds and ETFs, and does not provide standalone financial, tax, or legal planning services.
The adviser constructs customized allocations using modern portfolio theory and macroeconomic analysis, employing strategies such as passive indexing, buy‑and‑hold, and dollar‑cost averaging, with account reviews at least monthly. Client relationships are managed on a discretionary basis, and the firm may use third‑party goal‑tracking tools for portfolio design; it will not honor trading restrictions it believes are contrary to a client’s best interest.
Noteworthy aspects include a concentrated client base and scale — about 14 clients and roughly $7.5 million in assets under management — and a general account minimum of $500,000, indicating a focus on larger accounts. The firm requires custody at a designated broker‑dealer (Charles Schwab), does not vote client proxies, and provides a written retirement‑rollover disclosure to address ERISA‑related conflicts.
Client services
Expertise
Fee options
0.5% quarterly in arrears (may be negotiable)
Account minimum: $500,000
Main office
Anchorage AK
Advisors at this office
1
Most active in
Alaska · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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