Evia Investment Advisors

EVIA Investment Advisors serves both individual and institutional clients—including pension plans, corporations, charitable organizations, trusts and individuals—providing discretionary portfolio management, financial planning, and investment consulting. The firm manages equity and fixed‑income portfolios (often focused on dividend‑paying stocks and individual bonds) and may use ETFs for smaller accounts to achieve diversification.

The firm’s investment approach emphasizes fundamental, bottom‑up security selection overlaid with a top‑down asset allocation view and a formal risk‑management process; portfolios are typically constructed with 30–45 holdings and are monitored continuously against clients’ investment policy statements. EVIA bills advisory fees on a percentage‑of‑assets basis and also offers fixed‑fee or hourly financial planning and consulting engagements, with discretionary authority used for routine trading.

Compared with many solo independent advisers, EVIA discloses participation as a sponsor in wrap‑fee programs and that it receives a portion of wrap fees, and it documents ongoing client communications such as interim reports and client materials. The brochure also notes the firm’s practice of referring clients to outside professionals (including arrangements that may involve referral fees), its distribution of client periodicals/newsletters and provision of educational seminars or workshops—features that are less common among independent firms of this size.