NUMA

Numa provides personalized, fee‑only investment advisory and administrative services to high‑net‑worth individuals, trusts, estates, corporations and institutional clients, and also offers family wealth services and ongoing portfolio management documented by client Investment Policy Statements. The firm additionally acts as a sub‑adviser for affiliated and third‑party advisory programs, supplying asset allocation, portfolio construction, trade processing and monitoring services.

The firm follows a global asset‑allocation approach intended to balance preservation and capital appreciation, tailoring strategies to each client’s objectives, time horizon and documented risk tolerance. Investment programs may include equities, fixed income, alternatives and options, and the firm uses derivatives for hedging and yield enhancement—practices that can introduce implied leverage and are incorporated into its regulatory AUM reporting.

Numa is distinctive for its international and affiliate relationships: it is an indirect subsidiary of an offshore asset manager, maintains a trading/administrative relationship with an affiliated provider, sub‑advises affiliated and third‑party programs, and is involved with offshore fund entities—activities that are uncommon among similarly sized supported advisers. Those structural features, together with the firm’s meaningful non‑U.S. client exposure and routine use of derivatives in managed accounts, differentiate its operational and reporting profile from typical peers.