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Martha's Vineyard Investment Advisors, LLC

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Total assets under management

$342,913,476

Total clients

336

34% high-net worth

Total advisors

6

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

56

Average account size

$1,020,576

About

Martha's Vineyard Investment Advisors, LLC provides financial planning, investment management, and wealth management to individuals (including high‑net‑worth clients), trusts, estates, foundations, corporations and certain banking or trust entities. The firm manages portfolios on a discretionary basis and also offers consulting services that include business planning, trust and estate planning, tax and distribution planning, and manager due diligence.

MVIA's investment process is grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification and risk‑factor exposure to build custom portfolios across equities, fixed income, mutual funds, ETFs, alternatives and third‑party managers. The firm combines proprietary strategies with Independent Managers, conducts ongoing manager due diligence, and regularly reviews and rebalances accounts to align with clients' objectives and risk tolerance.

MVIA is a wholly owned subsidiary of Martha's Vineyard Savings Bank, and the firm both recommends and at times uses the affiliated bank for custody and banking services and provides sub‑advisory management for the bank's trust assets — features that distinguish it from most peer team firms. That affiliation creates disclosed conflicts of interest (for example, employees with dual roles, certain assets held with the bank, and instances where the firm is deemed to have custody), and subjects those relationships to additional oversight and disclosure requirements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Charitable giving & philanthropy Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning starting at $2,500

Percentage

0.50% to 1.50% annually depending on portfolio size and services

Commissions

Some affiliated persons provide brokerage services under separate commission arrangements

Project-based

Up to $250 per hour for financial planning and consulting services

Other

Minimum fee: Minimum quarterly fee (amount not specified), may be waived at discretion Fee-only: Financial planning fixed fees start at $2,500; hourly fees up to $250/hour

Main office location

Martha's Vineyard Investment Advisors, LLC

496 State Rd

West Tisbury MA 02575, United States

Number of offices

2

Most active in

Maryland · Massachusetts · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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