Alikos Wealth Management, LLC

Alikos serves individuals (including high net worth clients), qualified retirement plans, trusts, charitable organizations, and small businesses by offering discretionary investment management, financial planning, and retirement plan consulting. The firm works with each client to establish a written investment policy statement, evaluate existing holdings, and oversee implementation and ongoing monitoring of portfolios.

The firm’s investment approach emphasizes long‑term, broadly diversified portfolios grounded in Modern Portfolio Theory and implemented primarily with passively managed, asset‑class mutual funds and ETFs (including funds from Dimensional Fund Advisors and Avantis); Alikos may use model portfolios, Monte Carlo analysis for allocation, and prepares separate fixed‑income or IPS documentation where appropriate. It also engages independent managers for specific client needs — for example, ESG or religiously‑aligned portfolios, tax‑sensitive holdings, and separately managed fixed‑income accounts — and may recommend private or interval funds for clients with suitable objectives and liquidity profiles.

Noteworthy operational features include a common‑ownership affiliation with the accounting firm Ryan & Wetmore, P.C., which can lead to mutual referrals and coordination on tax and accounting matters, and a contractual relationship with Focus Partners Advisor Solutions for back‑office support and fixed‑income sub‑advisory services, under which Alikos shares a portion of advisory revenues. The firm manages a relatively small, concentrated client base with two advisors, enabling more hands‑on, customized oversight, and discloses principals’ ownership interests in separate real‑estate partnerships that the firm will not recommend to clients.