Octavia differs from the typical investment advisory service in three important ways:
- Deep and diverse investment experience. Portfolio manager Andre Kovensky brings over 20 years of Wall Street experience in investment banking, private equity and executive management to Octavia, having held positions at firms such as Credit Suisse, Citigroup and Lone Star Funds.
- Unique investor model. Octavia was initially founded as a way for friends and family to participate in the same investments that Andre, as portfolio manager, makes in his own accounts. Andre has invested a substantial portion of his personal net worth in the investment strategies of the firm, resulting in a natural alignment of Octavia's financial interests with those of the clients.
- Disciplined research. Octavia uses proprietary research methodologies and in-depth financial modeling. With areas of expertise in several industry sectors, the firm's research process is further informed by both macro and microeconomic analyses.
Welcome to Octavia Investments LLC.
Octavia Investments LLC ("Octavia") is a Registered Investment Advisory firm. We provide investment advisory services to individuals, high net worth individuals, trusts and estates, family offices, and corporations.