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ChineseSimplified French German English


Menu

 * Home
 * About
 * Philosophy
 * Services
 * Process
 * Blog
 * Biographies
 * Links
 * Disclosure
 * Contact
 * Click here for our current quarterly outlook




 * ABOUT
   
   this is who we are
   
   →
   →

 * BLOG
   
   stay connected
   
   →
   →

 * SERVICES
   
   ready for you
   
   →
   →

 * PROCESS
   
   see what's going on
   
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 * CONTACT
   
   check us out
   
   →
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 * BIO
   
   about the owner
   
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INITIAL EVALUATION

In our initial meetings with clients, we go to great lengths to clarify and
define their financial goals in order to establish a smooth and successful
long-term relationship. Tax implications are carefully considered; investment
timelines are developed through evaluating current assets and earnings against
current and future goals. Reviewing retirement and upcoming life event needs is
a vital step in our process, as well as defining risk sensitivity levels. We
jointly establish guidelines for frequency of future evaluation, communication,
and reporting. For our institutional clients, we work with liaisons, committees,
and Boards of Directors so that portfolio parameters are clearly constructed.
Confidentiality of sensitive information for all of our clients is of the utmost
importance.


INVESTMENT STYLES

We tailor each portfolio to our clients’ needs, with varying degrees of
allocation of equities, fixed income, and cash (and cash equivalents). We offer
growth, balanced, and fixed income styles. Both cash and margin accounts are
available.




REPORTING AND ONGOING EVALUATION

Our portfolio accounting software, Advent/Axys, is widely used among top
industry professionals. We provide quarterly appraisals in conjunction with
monthly custodian statements, and produce other reporting as needed. For those
clients who report to a board of directors or other governing entity, we go
extra lengths to satisfy additional requirements. The extensive reporting
options available to us combined with clear evaluation procedures allow us to
make sure our clients' investment goals are met.


CUSTODIAL/BROKERAGE OPTIONS

We currently maintain relationships with both Fidelity and TD Ameritrade so to
offer a choice of service and fee/commission levels for our individually managed
accounts.




OUR PROCESS

Metis Capital portfolio managers continuously employ both top down and bottom up
analysis to optimize our investment decisions. Reducing risk while still taking
advantage of growth opportunities in the market are our primary goals. We focus
on what we believe are high-quality industry leading stocks, and prefer to
recommend companies that we have followed for a lengthy period of time.




READ MORE


CONTACT US

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METIS CAPITAL MANAGEMENT LLC

411 Theodore Fremd Avenue, Suite 206 South,
Rye, NY 10580
Phone. 914-315-6850
Click here for form ADV3/CRS



 * Metis Capital Management LLC © 2024

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