Angelus Investment Consulting, Inc.

Angelus Investment Consulting, Inc. is a Florida-based corporation established in May 2015 by Jaime Domenech Macias. The firm specializes in offering ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Angelus may request discretionary authority from clients to select securities and execute transactions without prior permission. The firm operates as a fiduciary, aiming to make investment decisions in the best interest of clients. Angelus provides services to individuals, high-net-worth individuals, and pension & profit sharing plans with no minimum account size requirement. The firm's investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading. Clients are offered a range of investment options, including mutual funds, fixed income securities, annuities, ETFs, venture capital funds, and private placements. Fees for portfolio management are asset-based, ranging from 1.00% to 2.00%, with performance-based fees also available. Clients have the option to terminate agreements within specified timeframes without penalty. Angelus does not participate in wrap fee programs and does not have a minimum account size requirement. The firm's methods of analysis include fundamental, technical, and quantitative analysis, as well as modern portfolio theory. Angelus aims to provide fair and equitable allocation of investment opportunities among clients. The firm's brokerage practices prioritize best execution for clients, and it recommends custodians based on this principle. Angelus participates in the institutional advisor program offered by TD Ameritrade, receiving benefits that may indirectly influence its choice of custodian. The firm does not accept voting authority for client securities and does not solicit prepayment of fees exceeding $1200 per client. Angelus has no financial conditions likely to impair its ability to meet contractual commitments to clients and has not been subject to bankruptcy petitions in the last ten years.