ANOVEST INVESTMENT ADVISORS

Overview

Anovest Investment Advisors is a small, client-focused advisory firm that concentrates on individual and family wealth management with a clear tilt toward liquid equity strategies. The firm acts as a capital allocator — sourcing and placing client capital across managed equity exposures, third-party alternative fund managers and insurance products as part of financial-planning mandates. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension-consulting work and the selection of other advisers, which signals they use external managers and sub-advisors when client objectives call for specialized capabilities. Investment preferences emphasize publicly traded equities as the primary building block of client portfolios. The firm charges a mix of fee arrangements (percentage of AUM, hourly and fixed fees), and it maintains affiliations with a broker-dealer and an insurance company to support transactional and insurance-based solutions. Anovest is not positioned as an ESG-focused manager and does not describe itself as a multi-state or newly formed adviser.

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