Methodica Investment Management LLC

Overview

Methodica Investment Management LLC is a small, independent registered investment adviser that concentrates on discretionary portfolio management and financial planning for individuals, families and select institutional clients. The firm’s public profile and asset mix point to an equity-first approach: exchange-traded equities represent the single largest asset class on its books, and portfolios appear structured around liquid, tradable instruments rather than multi-manager or outsourced solutions. The adviser charges a mix of fee structures — percentage of AUM, hourly and fixed fees — which supports both ongoing portfolio management relationships and project-based planning work. Methodica provides portfolio management for individuals, small businesses and institutions, and its activity profile suggests direct manager involvement rather than acting primarily as a capital allocator to external alternative managers. Methodica is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser. The firm houses its client assets at an execution-oriented custodian, a configuration well suited to equity trading, fractional shares or layered ETF strategies.

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Location & Offices