Connective Portfolio Management, LLC

Connective Portfolio Management, LLC is an investment adviser registered with the SEC, founded in 2014 and based in New York City. The firm is primarily owned and controlled by Messrs. Philippe Comby and Rudolf Millisits, offering investment management services tailored to client goals, time horizons, and risk tolerance. Clients can opt for discretionary trading authority, allowing Connective to make investment decisions without seeking client approval for each transaction. Non-discretionary services are also available, requiring client approval for each transaction. Connective primarily serves high-net-worth individuals, smaller corporate investors, and similar entities, typically requiring a minimum account size of $1 million, which is negotiable. The firm's fee structure is based on a percentage of the total market value of the portfolio, with fees billed quarterly in arrears. Connective does not engage in performance-based fees or side-by-side management. The firm's investment strategies include global equity, global balanced, and total return strategies, with a focus on growth and income. Connective conducts periodic reviews of client accounts, offers consultative services, and does not vote client securities. The firm does not have any disciplinary events to report and does not require prepayment of fees more than 6 months in advance. Connective does not maintain direct custody of client assets but uses independent third-party custodians.