Michael Pappas Advisor LLC

Michael Pappas Advisor LLC provides portfolio management services to individual and high‑net‑worth clients, advising on mutual funds, fixed income, equities, ETFs and Treasury Inflation‑Protected securities. The firm is a solo registered investment adviser with about $10.3 million in assets under management across roughly 20 client accounts and offers both discretionary and non‑discretionary services documented by client Investment Policy Statements.

The firm's investment approach combines econometric and quantitative analysis with charting, fundamental, technical and cyclical methods, and it generally emphasizes large‑ and mid‑cap value exposures implemented directly and via ETFs and mutual funds. Implementation includes long‑term trading and options strategies (including covered, uncovered and spread positions), and accounts are reviewed at least annually to align holdings with each client's documented risk tolerance.

Noteworthy features include the firm's stated use of econometric models for macro, industry and firm‑specific forecasting alongside an explicit options trading program, which introduces material leverage and risk that may be atypical for many small independent advisers. The firm manages assets in‑house rather than selecting third‑party managers, does not participate in wrap fee programs, and relies on custodian statements while withdrawing advisory fees from client accounts with written authorization.