Nashville, TN Office

Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office and investment consulting services to high‑ and ultra‑high‑net‑worth families and individuals, private foundations, endowments, family offices, other business entities and pooled investment vehicles. The firm offers separately managed public equity strategies, consolidated reporting and portfolio management for both individual accounts and pooled vehicles.

The firm’s investment approach combines fundamental and quantitative analysis, an emphasis on asset allocation and diversification, and a long‑term, buy‑and‑hold orientation, with risk defined as permanent loss of capital. Certuity also provides OCIO and investment consulting services that include multi‑asset research, manager due diligence and access to private markets to construct diversified alternatives allocations.

Certuity is distinctive among peers in acting as managing member and investment adviser to the Certuity Private Funds, which are structured as series LLCs and class‑based vehicles (including an Alts Plus Fund with separate SPVs) that primarily act as fund‑of‑funds and sometimes invest directly in private companies. Those structures give rise to practices that are less common among multi‑team firms — for example, performance‑based fee classes, the use of side letters, standing authorizations to facilitate capital calls, third‑party administration and annual PCAOB audits — all of which create additional operational and potential conflict considerations for prospective investors.