Vodia Capital, LLC

Vodia Capital, LLC is a registered investment adviser founded in 2004 and based in Lincoln, MA. The firm offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Their services include investment management, financial planning, and consulting on various securities such as equity, fixed income, ETFs, private equity, and venture capital. Vodia Capital provides discretionary and non-discretionary wealth management services tailored to meet clients' needs and investment objectives. They offer financial planning services, including broad-based financial planning and consultative planning. The firm may use various methods of analysis such as fundamental analysis, technical analysis, cyclical analysis, and modern portfolio theory. Investment strategies include long-term purchases, short-term purchases, option writing, fixed income, private funds, and structured products. The firm's fee structure for wealth management services is based on a percentage of assets under management, with different rates for different levels of assets. Vodia Capital does not accept performance-based fees or engage in side-by-side management. The minimum account size to open and maintain an advisory account is $2,000,000, although this requirement may be waived at the firm's discretion. Clients have the option to impose restrictions on their investments, and the firm does not participate in wrap fee programs. Vodia Capital does not receive soft dollar benefits, client referrals from broker-dealers, or other economic benefits from firms or individuals for providing investment advice. The firm does not vote proxies on behalf of clients and does not have custody of client assets, except for the ability to deduct advisory fees directly from client accounts. The employees providing investment advice at Vodia Capital have educational backgrounds and professional designations that demonstrate their expertise in financial planning and investment management. The firm's employees are supervised by David Matias, the Managing Principal and Chief Compliance Officer.