Archangel Investment Management

Archangel Investment Management provides discretionary, fee‑based investment management and personalized portfolio solutions mainly for individual clients, charging fees based on assets under management. Services described in the brochure include establishing asset allocation, selecting managers or models, implementing trades, and providing ongoing monitoring and client communication.

The firm uses both fundamental and technical analysis to construct diversified portfolios across equities, fixed income, real assets and cash, employing mutual funds, ETFs, individual securities and options as appropriate to client objectives. Accounts are typically managed on a discretionary basis under written investment guidelines with periodic rebalancing and a stated account minimum subject to exceptions.

Noteworthy aspects for a small independent adviser include the managing member’s CAIA credential and the firm’s solicitor/TAMP relationship with Global View Capital Management, LTD, which it may use alongside in‑house management or third‑party sub‑advisers. The brochure also discloses operational features such as relationships with multiple custodians (Interactive Brokers and TD Ameritrade Institutional), an affiliation with Sierra Victor Management & Consulting (a non‑investment consulting business under common control), and a Chapter 7 bankruptcy petition filed by the managing member in 2010 that was discharged in 2011.