Suarum Investment Management, LLC

Suarum Investment Management provides discretionary portfolio management for institutions, foundations and endowments, corporations, and high-net-worth investors. The firm manages portfolios using equities, fixed income, options, ETFs and mutual funds, and may provide opinions on private placements or other alternative investments while coordinating with clients’ custodians and professional advisors.

The firm combines bottom-up qualitative and quantitative research with third‑party analysis and portfolio optimization tools, and it reports that it also uses machine‑learning models in construction and monitoring. Suarum offers several defined strategies — including high‑yield equity income, total capital return, essential services infrastructure, municipal bond (notably private activity bonds), and mission‑related investing — with due diligence that can include credit analysis, management calls and onsite visits.

Suarum’s management discloses an affiliation with a separate business and capital‑markets consulting practice and principal involvement on nonprofit investment committees, which aligns with the firm’s emphasis on mission‑aligned and public‑private partnership investments. The firm’s focus on private activity municipal bonds, public–private partnership projects, and mission‑related investment mandates distinguishes its offerings from many supported peers that primarily emphasize conventional retail wealth management.