Oikonomos Asset Management, LLC

Oikonomos Asset Management, LLC provides portfolio management and financial planning to individual clients, including high-net-worth individuals, preparing an Investment Policy Statement for each client to align investment strategy with goals, time horizon, and risk tolerance. The firm advises across a range of securities—including mutual funds, equities, ETFs, real estate funds, commodities, fixed income and non-U.S. securities—and does not impose an account minimum.

The firm typically seeks discretionary authority to implement asset allocation, asset selection and regular portfolio monitoring, and it describes a fiduciary standard for retirement accounts. Oikonomos employs a mix of analytical approaches (charting, cyclical, fundamental, technical, quantitative, and modern portfolio theory) and may use long- and short-term trading, margin and short sales as part of its strategies.

Noteworthy aspects disclosed in the brochure include principals’ outside business activities as a licensed accountant, real estate agent and insurance agent, which the firm says can create conflicts of interest that it addresses through disclosure and internal policies. The firm is relatively small and recently formed—reporting roughly $104,167 in discretionary assets as of December 2025—and requires clients to custody assets with SEI Private Trust Company or Interactive Brokers, a custodial arrangement the firm identifies as part of its execution and service model.