Vienna Asset Management LLC

The firm provides discretionary investment management through separately managed accounts and offers financial planning and consulting primarily to high-net-worth individuals and families. As disclosed in its brochure, it manages approximately $256.5 million in discretionary assets for a concentrated client base and generally implements tailored investment programs based on each client’s objectives and risk tolerance.

Portfolios are managed with discretion and may incorporate fundamental analysis, long- and short-term holdings, and option-writing and other derivative strategies; the firm may also engage sub-advisers to manage portions of client assets. Its disclosures describe an emphasis on documenting client objectives and monitoring portfolios for rebalancing and tax-loss harvesting, along with detailed risk discussions covering derivatives, margin, and foreign‑security exposures.

Distinctive features noted in the brochure include a high level of assets relative to the firm’s adviser staffing and explicit exposure to non‑U.S. investments and related trade‑policy and currency risks in client portfolios. The firm also discloses that a principal maintains a licensed insurance practice and may offer insurance products to clients, with that affiliation and its potential conflicts of interest addressed in its policies.