Investment Analytics, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,881,152
Clients
18
Advisors
3
of 3 employees
About
Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm delivers ongoing discretionary and non-discretionary portfolio management, prepares written Investment Policy Statements, and may refer clients to third‑party managers while also offering discrete hourly consulting engagements.
The firm’s investment process draws on cyclical and technical analysis, fundamental research, and modern portfolio theory, and it employs strategies that include long‑term investing as well as the use of margin and options (including uncovered option strategies). Portfolios are primarily equity‑focused but may include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, hedge funds, private equity/venture capital, commodities and private placements; the adviser also emphasizes regular monitoring and seeks “best execution” through its chosen custodian relationship.
Noteworthy features relative to peers include a small advisory team managing a compact client base and assets, a requirement that client accounts be held at Schwab Institutional (with attendant access to Schwab research and custodial services), and the firm’s practice of not aggregating trades for multiple clients. The firm also discloses that it may be deemed to have limited custody when fees are deducted or when acting as trustee, and that it charges its standard advisory fee in addition to any fees charged by third‑party managers it recommends.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001+: 1.00%
$200 per hour (negotiable)
Main office
725 Delta Ave
Cincinnati OH 45226
Advisors at this office
3
Most active in
Ohio
Also doing business as
Investment Analytics · Investment Analytics, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Peter B
Series 65, Series 66
Cincinnati, OH
Investment Analytics, LLC
Peter Barrett is a financial advisor at Investment Analytics, LLC in Cincinnati, Ohio, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Somerset Residences LLC and Wells Fargo Clearing. He is also Vice President of Barrett Family Investments, LLC. Investment Analytics, LLC provides portfolio management and investment consulting primarily for individual and high-net-worth clients. The firm combines cyclical and technical analysis, fundamental research, and modern portfolio theory in its investment approach, focusing mainly on equity portfolios while incorporating diverse asset classes.
Christian M
Series 65
Cincinnati, OH
Investment Analytics, LLC
Christian Matix is a financial advisor with Investment Analytics, LLC and holds a Series 65 designation. He has five years of industry experience, having worked at Investment Analytics since 2021. Prior to this, he held positions at Somerset Residences and Winsupply, Inc. outside the financial sector. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm utilizes a variety of investment strategies, including cyclical and technical analysis, fundamental research, and modern portfolio theory, with a portfolio focus on equities as well as other asset classes.
Lee B
Series 65
Cincinnati, OH
Investment Analytics, LLC
Lee Bower is a financial advisor at Investment Analytics, LLC with three years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked at Planned Parenthood Southwest Ohio Region and Clinical Health Network for Transformation. He currently serves as CFO for Habitat for Humanity of Greater Cincinnati, where he oversees accounting and financial management. Investment Analytics, LLC provides portfolio management and investment consulting primarily to individual and high-net-worth clients. The firm employs a range of strategies including long-term investing, margin, and options, with portfolios that are primarily equity-focused but may also include mutual funds, ETFs, fixed income, and alternative investments.
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