Oikonomos Asset Management, LLC

Overview

Oikonomos Asset Management, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s owner-driven structure and its dual business activities as a real estate broker and accountant suggest a hybrid offering: investment management paired with tax and real-estate transaction expertise. That alignment makes the firm a fit for clients whose wealth is concentrated in property or who need coordinated tax and investment advice. Investment activity is modest and conservative in scale. The adviser runs discretionary accounts and predominantly uses pooled public funds as the core investment vehicle. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements, which can be useful for clients who need ongoing planning plus discrete project work (for example, tax planning around real-estate transactions). The firm does not position itself as an ESG specialist and is not organized as a multi-state or pension consultant advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices