Aneuvia Capital

Aneuvia, LLC provides discretionary portfolio management and related advisory services to a limited client base that includes high‑net‑worth individuals, charitable organizations, other investment advisers, and insurance companies. The firm prepares individualized investment policy statements, primarily recommends equities and ETFs (with fixed income used as appropriate), and may serve as a subadvisor to unaffiliated advisers.

The firm’s investment process combines fundamental and quantitative analysis and modern portfolio theory with a three‑step workflow: factor analysis, proprietary macro/fundamental/technical models, and regular portfolio reviews and risk management. Aneuvia documents client risk tolerances, requires discretionary trading authority for implementation, and conducts ongoing monitoring and periodic reporting.

Aneuvia is distinctive among similar independent advisers in that it accepts performance‑based fees for qualified clients, a practice relatively uncommon for solo independent firms, and manages a very small, concentrated group of accounts — a mix that the firm acknowledges can create allocation and incentive conflicts. To address those conflicts it describes written allocation policies, a duty to seek best execution, and transparency around use of custodian‑provided research/soft‑dollar benefits and subadvisory arrangements.