Vindicta Investment Advisors LLC

Vindicta Investment Advisors provides discretionary asset management and financial planning to high‑net‑worth individuals, institutions, small businesses, and not‑for‑profit organizations. The firm, formed in November 2024 and registered in 2025, reports managing approximately $2.35 million in client assets and generally requires a $250,000 account minimum while considering smaller accounts on a case‑by‑case basis.

The firm combines fundamental and technical analysis with modern portfolio theory to implement long‑term, short‑term, and income‑oriented strategies across stocks, bonds, mutual funds, ETFs, and REITs, and it will tailor recommendations to a client’s financial situation and risk tolerance. Financial planning and consulting are offered as project‑based engagements that can be waived when ongoing asset management is engaged, and clients may impose reasonable investment restrictions subject to the firm’s ability to continue providing services.

Distinctive features include a sole owner and chief compliance officer who holds the CFA charter and has extensive prior portfolio management experience, and who is also employed full time as an investment manager at a community foundation (about 40 hours per week), bringing institutional experience but representing a notable outside employment and time allocation. The firm manages accounts on a discretionary basis, does not participate in wrap fee programs, recommends custody with Altruist, does not receive soft‑dollar benefits, and does not vote client proxies.