Volumetric Advisers

Overview

Volumetric Advisers is an independent registered investment adviser that provides fee-based portfolio management and financial planning to a small set of clients. The firm manages both individual and institutional relationships and acts as a capital allocator, meaning it constructs portfolios using external managers and pooled vehicles when appropriate. Its advisory work covers direct portfolio management for individuals and small businesses, management for investment companies, and selection of other advisers. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded products for the managed SMA sleeve, and the firm reports no active ESG investing program. Fee arrangements include a percentage-of-AUM component as well as fixed-fee engagements, which supports both ongoing investment management relationships and project-based planning assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices