West Islip, NY Office

ANOVA Management provides discretionary investment management to individuals and high‑net‑worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities, and does not impose an account minimum. Services focus on portfolio management using exchange‑traded funds and periodic rebalancing under a written advisory agreement.

The firm’s investment approach centers on its Efficient Market Portfolio Plus (EMP Plus) strategy, which applies quantitative algorithms to detect an “upward bias” and shifts allocations between broad equity ETFs, cash or cash equivalents, and, at times, defensive short ETF positions to seek lower drawdowns. ANOVA uses pro forma (hypothetical) performance modeling to set thresholds for those defensive moves and generally manages client accounts on a discretionary basis.

ANOVA is under common ownership with an affiliated, SEC‑registered adviser that sponsors an affiliated ETF (launched in 2024), and the brochure discloses this relationship along with mitigation steps such as not charging advisory fees on client assets invested in the affiliated ETF. The firm’s advisory scope is notably concentrated on that affiliated ETF rather than broad third‑party manager selection, which is a distinguishing feature relative to many peers.