MULTUS Asset Management

Multus Asset Management provides discretionary investment advisory services through separately managed accounts for U.S. and foreign high‑net‑worth individuals and private companies. The firm also acts as a fiduciary for employee benefit plans and individual retirement accounts, tailoring services to each client’s financial condition, risk tolerance, and goals.

The firm’s investment process combines top‑down macroeconomic analysis with bottom‑up fundamental security selection and typically allocates across corporate and sovereign bonds, equities, mutual funds, ETFs, preferred shares, and options. Multus implements strategies on a discretionary basis and may employ hedging, margin transactions, and both short‑ and long‑term holdings to align portfolios with client objectives.

Compared to many independent advisers, Multus is notable for serving a material non‑U.S. client base and for including corporate/private‑company and employee‑benefit plan clients alongside individual investors, and it may enter performance‑based fee arrangements for qualified accounts (with policies to address attendant conflicts). The firm is organized with multiple managing members providing investment and operational oversight and provides periodic written disclosures and updates to clients, including annual privacy notices and Form ADV updates.