Evestia Financial

Evestia LLC is an automated investment advisor registered with the SEC, offering software-based investment advisory and portfolio management services through the Evestia Program. The firm provides discretionary authority to manage client assets in accounts opened and maintained at the custodian. Evestia's investment objective is to seek long-term, risk-adjusted returns. Clients are charged an annual fee of 1.00% of the net market value of their accounts, with no minimum initial investment required. The firm adheres to a long-term, buy-and-hold investment philosophy and uses a traditional and active beta approach in its investment strategies. Evestia does not charge performance-based fees and does not take custody of client assets. Clients have access to their accounts through the firm's website and may terminate, withdraw, or update their accounts at any time. Evestia does not have any reportable disciplinary events and has a Code of Ethics to ensure fiduciary duty to clients. The firm may share referral fees with unaffiliated solicitors and may run promotional campaigns to attract clients. Evestia does not require prepayment of advisory fees and has no adverse financial condition affecting its ability to meet client commitments.