Suarum Investment Management, LLC

The firm provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations and endowments, corporations and high-net-worth investors. It manages portfolios across equities, fixed income, options, ETFs, mutual funds and may advise on private placements, tailoring portfolios to a client’s stated investment objectives through a written Statement of Investment Objectives.

The firm’s investment process combines bottom-up qualitative and quantitative research, third‑party economic forecasts and machine‑learning models, and employs a proprietary portfolio optimization tool with an alpha scoring engine to inform security selection. It conducts active due diligence — including management calls and onsite visits — and implements strategies that include high‑yield equity income, GARP, municipal bond strategies and mission‑related investments that can be designed with concessionary return profiles.

Notable distinctions for this small, single‑investment‑representative firm managing institutional assets include a niche focus on private activity municipal bonds and public‑private partnership financing — security types that are often unrated, illiquid and subject to delayed disclosures. The firm also emphasizes mission alignment and integrates capital‑markets consulting and nonprofit investment‑committee experience into its advisory practice, and it accepts proxy voting responsibilities for client accounts.