Noesis Capital Management Corp

Noesis Capital Management, Corp., located in Boca Raton, Florida, has been providing investment advisory services since September 5, 1995, and is registered with the SEC. The firm specializes in ongoing portfolio management services, offering both discretionary and non-discretionary options based on clients' needs. Noesis focuses on identifying companies with superior products, strong financials, and sustainable growth potential. The firm recommends a minimum investment of $1,000,000, but exceptions are made for accounts with a minimum of $500,000. Fees are charged based on assets under management, with a standard fee schedule of 1.50% for the first $1 million and 0.75% for amounts above $1 million. Noesis includes cash and margin loan balances in billable assets for fee calculation, ensuring transparency and aligning recommendations with clients' financial goals. The firm also discloses potential conflicts of interest related to client referrals and affiliations with Noesis B.V. in the Netherlands. Noesis does not charge performance-based fees and does not have side-by-side management relationships. Clients receive regular account reviews and written quarterly reports. Noesis maintains a proxy voting policy and assists clients with class-action settlement claims. The firm does not maintain custody of client funds and has no financial conditions that would impair its ability to meet obligations.