Appomattox Advisory is an independent advisor that offers bespoke investment management solutions to meet both the performance and risk objectives of foundations, families, endowments, and pension funds. It manages investment portfolios for institutions and high net worth family groups, with a particular focus on alternative investments. It creates diversified portfolios that preserve capital while generating attractive risk-adjusted returns.
Appomattox serves as a discretionary investment manager that seeks risk-adjusted returns that generate long-term capital growth while maintaining the flexibility to meet each client’s unanticipated requirements.
Appomattox has specialized skills and expertise in small and emerging managers having researched and invested in them for over a decade.
Appomattox created a portfolio of SRI investments, diversified across environmental, social, and governance themes.