Ossia IM

Ossia Investment Management provides investment advisory, ongoing portfolio management, and family wealth and consulting services to high‑net‑worth individuals; the firm’s brochure states a general account minimum of $50,000,000. It prepares an Investment Policy Statement for each client, evaluates existing holdings, and may refer clients to other professionals as part of its service offering.

The firm manages client portfolios on a non‑discretionary basis — the brochure reports approximately $52,000,000 in assets under management, all non‑discretionary — and constructs customized allocations across equities, fixed income, options and alternative investments. It supplements its own research with third‑party macroeconomic and securities analysis and may employ hedging and derivative instruments as part of its risk and return management.

What is distinctive about Ossia is the combination of a very high account minimum and an entirely non‑discretionary asset base, an uncommon profile among independent solo advisers that concentrates the practice on a narrow set of wealthy clients. The firm was founded in 2024 by a principal with long experience at a large private bank serving ultra‑high‑net‑worth families and entrepreneurs, and it does not vote client proxies (clients vote their own proxies).