Conexus Capital Management, LLC

Conexus Capital Management advises high‑net‑worth individuals, families, trusts, estates and institutional clients, offering discretionary and non‑discretionary portfolio management, financial planning, third‑party manager selection, and consulting. The firm also provides ongoing portfolio monitoring and reporting and works with clients on held‑away retirement participant accounts when applicable.

Its investment process emphasizes strategic asset allocation using an equity core‑and‑satellite approach that blends passive core exposures with actively managed sector or specialty satellites, with periodic rebalancing guided by client objectives and market conditions. Research incorporates both fundamental and technical analysis, and the firm supplements in‑house management by selecting and monitoring third‑party managers and, for qualified investors, recommending alternative strategies.

Noteworthy characteristics for a firm of this size include a relatively small client roster (mid‑20s) relative to its assets under management, suggesting a selective, higher‑touch practice and closely tailored portfolios, and a joint ownership structure through two affiliated entities. The firm also integrates third‑party platforms and reporting tools into its operations, uses held‑away participant connectivity for retirement accounts, and is willing to allocate to less‑common strategies for qualified clients (including leveraged closed‑end funds, options exposure and limited digital‑asset products).