MATUNE BASILE ADVISORS

Overview

Matune Basile Advisors is an independent registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model blends discretionary portfolio management with planning and hourly consulting engagements; fees are charged as a percentage of AUM and on an hourly basis. Investment activity shows a clear tilt toward exchange-traded strategies: the firm’s public filings reveal a heavy use of ETFs alongside direct equity positions. The largest single public position is a Vanguard intermediate-term bond index fund, which indicates the firm allocates to fixed-income ETF exposures within its public sleeve. At the same time, filings and ADV disclosures point to an equity preference in managed accounts, with equities and exchange-traded products forming the bulk of investable assets. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices