Vivuto, LLC

Vivuto serves individual investors — including high‑net‑worth individuals — and charitable organizations, offering ongoing portfolio management and investment advice. The firm documents client goals and risk tolerance in an Investment Policy Statement and typically seeks discretionary authority to select securities and execute transactions on clients’ behalf.

The firm’s investment process combines charting, technical and fundamental analysis with modern portfolio theory, and it employs both long‑term and short‑term trading approaches. Its stated investable universe includes mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, annuities and commodities, and the brochure discusses the material risks tied to those instruments.

Vivuto is a solo adviser with roughly $8.1 million in assets under management spread across discretionary and non‑discretionary accounts and about 111 clients, a scale that results in a relatively small asset base per client compared with many peers. Distinctive operational notes in the brochure include a policy not to aggregate block trades for multiple clients, the potential to receive soft‑dollar research or services from custodians, language that references both occasional use of third‑party money managers and a statement that it does not generally select outside advisers, and an explicit prohibition on client‑imposed values‑based investment restrictions.