Meliora Capital

Meliora Capital, LLC is an investment adviser registered with the United States Securities and Exchange Commission, founded in June 2014. The firm specializes in providing asset management services and financial advice to individuals and institutions. Meliora Capital manages two proprietary separate account-based equity strategies: Core Equity Strategy and Energy Income Strategy. The firm offers financial planning as an incidental service to management clients and provides the Private Client Services solution for clients meeting the additional account minimum. The minimum initial portfolio size for investment advisory clients is $250,000, while the Private Client Services minimum portfolio size is $5,000,000. Meliora Capital charges a standard annual fee rate of 1% (0.25% quarterly) based on the market value of client assets. The firm's investment philosophy focuses on achieving excellent rates of total return through a tailored asset allocation strategy. Meliora Capital does not accept performance-based fees and primarily serves individuals, trusts, foundations, and various institutions. The firm's investment strategies involve in-depth analysis, risk assessment, and investment opportunities across different sectors, including the energy sector. Clients have the option to delegate discretionary authority to manage their securities accounts, and the firm may vote proxies on behalf of clients. Meliora Capital does not have custody of client funds or securities, except for the ability to debit management fees directly from client accounts. The firm has a Code of Ethics in place to ensure fair and full disclosure, acting in the best interest of clients, and maintaining professional integrity.