Amazonite Investments LLC

Overview

Amazonite Investments LLC is an independent registered investment adviser structured as an LLC that focuses on advising individuals, families and small-business owners. The firm provides financial planning and portfolio management and charges clients via a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity is concentrated in publicly traded securities, with a clear tilt toward exchange-traded equities and a preference for liquid, easily traded instruments. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Service delivery is boutique in scale: the firm manages a modest asset base and positions itself to work closely with a relatively small client roster. Amazonite emphasizes portfolio construction and planning for individual and family clients rather than institutional consulting or pension advisory work.

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Location & Offices