Argonautica Private Wealth Management, Inc

Argonautica Private Wealth Management, Inc. is a registered investment adviser based in Wellesley, MA, established in 2021. The firm offers personalized investment management and financial advisory services to individuals, high net worth individuals, retirement plans, non-profit organizations, and businesses. They provide services such as investment and portfolio management, financial planning, and fiduciary services for plan sponsors. Argonautica manages client portfolios on a discretionary and non-discretionary basis, tailoring services to individual needs and goals. The firm may utilize a combination of active and passive strategies, including individual equity and debt securities, ETFs, and mutual funds. Clients have the option to engage Independent Managers for asset management. The firm charges fees based on the amount of assets under management, with fees varying by investment strategy. Argonautica does not charge performance-based fees or participate in side-by-side management. The firm acts as a fiduciary and provides investment advice in clients' best interests. Clients may have investment discretion over their accounts, and the firm retains proxy voting authority. Argonautica does not have any disciplinary information to report and does not require a minimum initial investment for investment management services.