Tevis Investment Management, LLC

Tevis Investment Management LLC, established in 2000 and registered as an investment adviser since 2012, specializes in comprehensive portfolio management and financial planning services. The firm offers individualized investment advice through Comprehensive Portfolio Management, which includes asset management and financial planning. Clients have the option to impose reasonable restrictions on investments. As of December 31, 2024, the firm managed $198,844,912 in discretionary assets and $7,616,784 in non-discretionary assets. Fees for Comprehensive Portfolio Management are charged on a tiered basis, ranging from 1.75% to 1.10% based on assets under management. Financial Planning and Consulting services are included in the advisory fees. The firm bills fees quarterly in advance based on the account value. Clients may incur transaction charges separate from the firm's fees. Tevis Investment Management does not charge performance fees and primarily uses fundamental and technical analysis in its investment strategies. The firm exercises investment discretion with client authorization, tailoring services to individual needs and conducting regular account reviews. Tevis Investment Management does not accept proxy authority to vote client securities. The firm does not sell securities for a commission and recommends Charles Schwab & Co., Inc. as a custodian. Client privacy is protected, and information is safeguarded according to regulatory requirements. Clients are encouraged to review the firm's Privacy Policy for further details.