Analytics Investment Advisors

Overview

Analytics Investment Advisors is an independent registered investment adviser that runs an equity-first practice for individual and family clients. The firm’s portfolios are built around exchange-traded equities and ETFs as the primary allocation vehicle, with discretionary portfolio management and financial planning as core services. Fee arrangements combine a percentage of assets under management with the ability to charge performance-based fees for select mandates. Analytics Investment Advisors does not market itself as an ESG investor and is not set up as a multi-state adviser. The firm’s advisory scope includes portfolio management for individuals, small businesses and institutional/business clients. Given the emphasis on exchange-traded securities in filings, the manager appears to favor liquid, publicly traded instruments for core exposure while supplementing client portfolios with third‑party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices