Our Approach

 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 finance positions at firms such as Credit Suisse, Citigroup and Lone Star Funds and executive management positions at PGM Holdings (Tokyo Stock Exchange listed company).
  • 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. 

Our Differentiation

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.

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.