Invest Prudently

Analytic Investment Management LLC is a registered investment advisor under the Investment Advisors' Act of 1940. We seek to consistently provide the best returns possible while using rigid risk management to preserve our clients' principal.

Headquartered in the heart of Silicon Valley, California, Analytic Investment Management LLC is committed to create portfolios that meet our clients' investment needs.

We use proprietary computer algorithms to manage portfolios with the goals to maximize gains and minimize risks. With computer algorithms, exposure to risk is actively managed, human emotion and buy-sell bias are eliminated from the equity investing process, unnecessary market timing is avoided, and continuous participation of market is possible for long-term growth.

We do not use margin and only invest in publicly traded securities that meet our minimum daily liquidity requirement. Our clients have real time online access to their own separately managed accounts on their own mobile devices or computers with absolute transparency and total control. With separately managed accounts, there is no hassle of limited partnerships or commingled funds, no lack of liquidity, no minimum holding periods, and no high account asset requirement like hedge funds. Portfolio manager of Analytic Investment Management LLC invests savings in the exactly same portfolios that clients invest in.

To provide the best possible investment management for each client, we only accept a limited number of clients for each portfolio. We are compensated by advisory fees directly from our clients. This ensures our investment decisions are never biased by conflict of interest. Openness, integrity and honesty are the founding principles of our business.

Investment Management for Individuals, Institutions, and Financial Advisors

Analytic Investment Management LLC provides various portfolios with different advisory fee schedules for different needs of clients.

Our clients maintain brokerage accounts (individual, joint, trust, corporate, partnership, traditional IRA, Roth IRA, SEP IRA, and direct rollover IRA) with third-party broker dealers. We operate pursuant to an investment advisory contract that provides us with the limited power to manage our clients' accounts, receive duplicate statements, and deduct fees from clients' accounts.

Clients retain individual ownership of all securities in their own accounts.

There is no barriers to exit the advisory contract with Analytic Investment Management LLC. The contract is terminable by clients at any time. There are no forced liquidations, termination fees, back-end loads, redemption fees or other charges associated with the termination of an advisory contract with our firm.

Models on Covestor

Analytic Investment Management LLC licenses real time trading data in our managed accounts to SEC registered investment advisor Covestor, for which Analytic Investment Management LLC is a sub-advisor. Covestor uses these data to create models for its clients.

Opening accounts of our portfolios through Covestor is not personalized investment advice. Analytic Investment Management LLC does not take Covestor's clients' personal financial needs into consideration.