Okemo Capital Management, LLC

Okemo Capital Management provides ongoing investment supervisory services for individual and high‑net‑worth clients, developing an Investment Policy Statement for each relationship and conducting regular portfolio monitoring. The firm constructs diversified portfolios using mutual funds, equities, fixed income, ETFs, real estate vehicles, hedge funds, private placements and insurance products to match clients’ objectives and risk tolerances.

The firm’s investment process draws on charting, fundamental and technical analysis and implements a range of strategies from long‑term holdings to short‑term trading, including short sales, margin and options writing when appropriate. Accounts are managed on a discretionary basis, are reviewed at least quarterly, and the firm may aggregate trades across client accounts to seek execution efficiencies while generally recommending a primary custodian.

A distinctive feature is that the firm offers a performance‑based fee option to qualified investors that is measured against a high‑water mark and reconciled annually, and it manages both performance‑fee and standard‑fee accounts while disclosing the resulting conflicts and mitigation practices. The firm manages client assets in‑house rather than selecting third‑party sub‑advisers, does not participate in wrap fee programs, and reports no disciplinary history.