Analytic Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Analytic Investment Management LLC provides fee-based wealth management and discretionary portfolio management to high‑net‑worth individuals and institutional clients, delivering separately managed accounts alongside consulting services such as retirement planning, college funding review and stock option analysis. Clients engage under asset‑based management arrangements for portfolio services and pay‑as‑you‑go billing for limited-scope consulting engagements.
The firm’s investment process is driven by proprietary, algorithmic “Capital Investment Technologies,” which include modules intended to detect broad market downturns and move assets defensively, identify undervalued securities via quantitative screens, and redeploy capital through active trading across equities, ETFs/ETNs and certain leveraged or volatility-related instruments. Portfolios are managed via rules‑based models with discretionary trading, aggregated trade execution and use of an exchange‑direct broker that supports daily account valuation and trade reporting; the firm also offers a performance‑based fee option for qualified clients.
Analytic is small and concentrated—managing a modest pool of client assets for a limited number of relationships—and, unlike many peers, it does not report serving non‑high‑net‑worth individual clients. The firm discloses that advisory personnel hold insurance licenses and may sell insurance outside the advisory engagement (a potential conflict disclosed in the brochure), maintains strict personal‑trading restrictions, and does not accept custody of client assets, which remain with third‑party custodians.
Client services
Expertise
Fee options
Project-based fees for wealth management advice, negotiable and quoted in advance.
$0+: Not explicitly stated; see Appendix C for complete portfolio fee schedules $1,000,000+: Eligible clients with $1,000,000 minimum investment may elect performance-based fees instead of percentage of AUM fees
$120 per hour for online meetings; $180 per hour for face-to-face meetings for wealth management advice clients.
20% quarterly performance fee on capital appreciation with a 10-year high water mark for qualified clients with at least $1,000,000 invested.
Account minimum: Minimum investment amount requirements vary by portfolio as listed in Appendix C; a specific example is $1,000,000 minimum investment for performance-based fee clients. The Adviser may waive or lower minimums at its sole discretion. Fee-only: Investment management fees charged as a percentage of assets under management, with complete fee schedules in Appendix C; fees are not negotiable except in special circumstances.
Main office
Cupertino CA
Advisors at this office
1
Most active in
California
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.
Forms ADV
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