Octavia does not directly hold client funds or securities. Our clients set up their own brokerage accounts and grant us the right to buy and sell securities on their behalf at our discretion as their agent. A specific Octavia portfolio manager directs each investment strategy and has sole discretion over security selection. At any time, our clients can contact their brokers and revoke our right to execute transactions in their accounts.
In consultation with our clients, Octavia makes allocation recommendations across Octavia’s different investment strategies to best match our clients’ investment objectives, financial circumstances, and risk preference. At any time our clients can request a change in their investment strategy allocations.
Octavia is a fee-based advisor paid through management fees based on a percentage of assets under management. Octavia is not compensated for transactions. The client pays for transaction fees.
Octavia differs from the typical investment advisory service in three important ways:
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.