Appomattox Advisory, Inc

Appomatox Advisory, Inc. is an independent, woman-owned SEC registered investment advisor founded in 2005 by Susan Webb. The firm specializes in offering customized investment management services to endowments, foundations, families, pension funds, and family offices. Appomatox provides services such as managing global multi-asset portfolios, serving as an Outsourced Chief Investment Officer, and managing Specialized Mandates. The firm tailors its services based on factors like risk/return appetite, asset size, diversification, and liquidity constraints. For clients, the minimum account size varies based on the service desired. Customized portfolios require a minimum of $25 million, while investments in specific funds managed by Appomatox have varying minimum investment amounts ranging from $50,000 to $110,000. Appomatox may reduce these minimums at its discretion. The firm charges asset-based fees, fixed fees, performance fees, or a combination for its services. Clients are billed for fees incurred, and fees are negotiable in certain cases. Appomatox accepts discretionary authority over client assets and requires clients to enter into contracts specifying investment objectives, fees, and other details. The firm does not have authority to vote client securities in most cases and does not hold custody of client assets directly. Appomatox has not filed for bankruptcy and has no financial conditions expected to affect its ability to manage client accounts.