Investology Inc.

Investology provides ongoing portfolio management and financial planning to individual investors, company retirement plans, and charitable organizations, overseeing roughly $250 million across about 350 client accounts. Services include creating an individualized Investment Policy Statement, regular portfolio monitoring, and both discretionary and non‑discretionary management.

The firm employs a mix of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements both long‑term and short‑term trading strategies across mutual funds, equities, fixed income, REITs, ETFs, commodities and inflation‑linked bonds. Investology typically seeks discretionary authority to execute trades and provides quarterly account reporting through custodians.

What is noteworthy is that several advisory personnel are active in accounting and CPA practices or hold interests in outside business entities; the brochure discloses these outside activities and states they are separate from the advisory firm while acknowledging the potential for conflicts. The firm also discloses that clients may, at times, be offered co‑investment opportunities with affiliated entities and describes disclosure and review procedures intended to address those potential conflicts.