Methodica Investment Management LLC

The firm provides discretionary investment management and financial planning services, developing individualized investment policies and written or electronic financial plans based on each client’s goals, risk tolerance, and liquidity needs. It charges advisory fees on an assets‑under‑management basis and also makes performance‑based fee arrangements available to qualified clients under a hurdle‑rate method.

Methodica’s investment process combines fundamental, technical, cyclical and charting analysis to construct portfolios and it routinely uses equities, corporate bonds, exchange‑traded funds and derivatives (including covered‑call strategies) while disclosing the attendant market, strategy and derivatives risks. Accounts are managed on a discretionary basis once authorized and are reviewed on a regular (quarterly) schedule, with trade confirmations and custodial statements supplied to clients.

Noteworthy for a small, independent adviser, the firm reports a meaningful non‑U.S. client presence and accepts corporate and institutional clients, and it permits structures that can involve borrowing in separately managed accounts and performance‑fee arrangements — features that are relatively uncommon among peers. The brochure also highlights the principal’s international education and prior experience in Argentina plus a recent U.S. MBA, and discloses an ongoing analyst role elsewhere that the firm says does not result in cross‑referrals.