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 provides discretionary investment management primarily to individual and high‑net‑worth clients, offering portfolio construction and ongoing asset management as well as advice on retirement rollovers. The firm implements portfolios made up of individual stocks and bonds, mutual funds, and exchange‑traded funds and provides access to third‑party goal‑tracking tools, while not offering standalone financial, tax, or legal planning.
Investment decisions are guided by macroeconomic analysis and modern portfolio theory and commonly use buy‑and‑hold, passive, and dollar‑cost averaging strategies, with accounts reviewed and rebalanced based on client objectives and needs. The adviser operates with ongoing discretionary authority, delivers quarterly performance reports, and follows ERISA fiduciary procedures and written disclosures when making retirement rollover recommendations.
Compared with many peers, the firm manages a relatively small set of relationships—about $7.55 million in discretionary assets across 14 client accounts—and generally does not accept accounts under $500,000, indicating a focus on larger client accounts. The firm also requires custody with a single chosen custodian (Charles Schwab) and does not permit directed brokerage, a restrictive operational policy that may be material to prospective clients.
Client services
Expertise
Fee options
0.5% quarterly in arrears
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
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Broker-dealer / trader
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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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