OLIMPIO NEU & ASSOCIATES, INC.

Overview

Olimpio Neu & Associates, Inc. is an independent registered investment adviser that focuses on direct portfolio management and financial planning for individuals, families and small business clients. The firm operates as a capital allocator and offers both discretionary portfolio management and non-discretionary advisory relationships, with additional practice areas that include selection of third‑party advisers. Its business model supports multiple billing approaches—percentage of AUM, hourly and fixed fees—allowing flexibility for different client needs. Investment activity skews toward publicly traded equity exposure, delivered largely through exchange‑traded vehicles and separate managed accounts. The firm also serves in sponsor and manager roles for pooled investment vehicles (acting as accountant and sponsor, general partner and managing member), which signals experience with private fund structures and direct alternative allocations. Olimpio Neu & Associates does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices