Vioni Capital Management, LLC

Vioni Capital Management, LLC is a registered investment adviser specializing in customized portfolio management for individual investors, family offices, and institutions. Founded by Ronald E. Vioni in March 2009, the firm aims to develop customized portfolios based on clients' investment parameters, time horizon, risk tolerance, and return objectives. They offer personal consultations and manage accounts on a discretionary or non-discretionary basis. As of December 31, 2024, the firm managed approximately $77,468,578 in client assets on a discretionary basis. Vioni Capital Management does not specialize in financial planning, quantitative analysis, or market timing, and does not provide management services to wrap fee programs. Fees for account management range from 0% to 1.50% per year, based on assets under management. Fees are billed quarterly in advance, and clients are responsible for all account expenses in addition to custodian fees and brokerage commissions. The firm does not accept performance-based fees or engage in side-by-side management. They provide services to individual investors, family offices, and institutions, with no specific requirements for opening or maintaining an account other than the minimum annual fee. Vioni Capital Management's investment strategies focus on fundamental research, identifying companies with sustainable competitive advantages, strong financial statements, and long-term consistent dividend performance. They employ a total return investment strategy primarily focused on U.S. companies with self-sustaining business models. The firm's investment philosophy emphasizes risk management and long-term growth over frequent trading. Clients have the option to grant the firm investment discretion, and the firm does not accept authority to vote securities on behalf of clients.