Metis Asset Management Advisory, LLC

Metis Asset Management Advisory provides discretionary investment advisory services through managed accounts and generally requires a minimum investment of $250,000. As of December 31, 2024 the firm reported approximately $16.65 million in discretionary assets across a small number of managed accounts.

The firm’s investment process is data-driven and quantitative, built around five submodels—Macro, Fed, Trend, Sentiment and Turbulence—and uses those signals to time participation in markets while emphasizing risk management. Metis may use derivatives, options, short selling and moderate leverage as part of its strategies and monitors positions and profit-and-loss on a continuous basis.

Metis structures fees differently than most peers by charging both an asset-based management fee and a performance-based fee (up to 20% of net profits) subject to a high-water mark, with performance and fees calculated daily and billed quarterly via the custodian’s calculations. The brochure notes that performance-based arrangements are limited to qualified clients and discusses the potential conflicts of interest that can arise from that fee structure and how they are managed.