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Appomattox Advisory

Finance · New York, United States · <25 Employees

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About

Headquarters

551 5th Ave Fl 26, New York City, New York, 101...

Phone Number

(212) 895-3000

Revenue

<$5 Million

Industry

Finance General Finance

Most Recent Scoops

May 15 2023
New Hire
Apr 6 2020
Funding
Appomattox Advisory has received an SBA PPP loan for $150,000-350,000 from City National Bank, supporting the retention of 11 jobs.
See all scoops

Who is Appomattox Advisory

Appomattox was founded in 2005 to address a void in the market for client driven, resilient portfolios with clear objectives for managing risk and return and providing unconflicted management and advice. Appomattox is an independent, woman owned, SEC registered advisor offering customized investment management services to meet both the performance and risk objectives of our clients-foundations, families, endowments and pension funds. We work collaboratively with our clients to serve in one of three roles: as an Outsourced Chief Investment Officer ("OCIO") with global multi-asset portfolios, as a manager of Specialized Mandates (small/emerging managers, sustainable investing) and as an Investment Advisor. Our international perspective and decades of experience in both trading and investment management enable us to identify alpha generating managers, select funds tailored to our clients' specific investment goals and create diversified portfolios that preserve capital while generating attractive risk-adjusted returns.Read more

Appomattox Advisory's Social MediaPopular SearchesAppomattox Advisory IncAppomattox FarmAppomattox AdvisoryAppomattoxAppomattoxadvisorySIC Code 62,628NAICS Code 52,523Show more

Appomattox Advisory Org Chart

Susan Webb
Susan Webb

Founder & Chief Executive Officer & Chief Inf...

PhoneEmail
Grange Johnson
Grange Johnson

Deputy Chief Investment Officer

PhoneEmail

PhoneEmail

PhoneEmail

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Appomattox Advisory Tech Stack

A closer look at the technologies used by Appomattox Advisory

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Most Recent Scoops

May 15 2023
New Hire
Dec 7 2022
New Hire
Executive Move
Apr 6 2020
Funding
Appomattox Advisory has received an SBA PPP loan for $150,000-350,000 from City National Bank, supporting the retention of 11 jobs.
See more scoops

Appomattox Advisory News & Media

Read more news

Frequently Asked Questions regarding Appomattox Advisory

Where is Appomattox Advisory located?
Appomattox Advisory's headquarters are located at 551 5th Ave Fl 26, New York City, New York, 10176, United States
What is Appomattox Advisory's phone number?
Appomattox Advisory's phone number is (212) 895-3000
What is Appomattox Advisory's official website?
Appomattox Advisory's official website is www.appomattoxadvisory.com
What is Appomattox Advisory's Revenue?
Appomattox Advisory's revenue is <$5 Million
What is Appomattox Advisory's SIC code?
Appomattox Advisory's SIC: 62,628
What is Appomattox Advisory's NAICS code?
Appomattox Advisory's NAICS: 52,523
How many employees does Appomattox Advisory have?
Appomattox Advisory has <25 employees
What industry does Appomattox Advisory belong to?
Appomattox Advisory is in the industry of: Finance General, Finance
What is Appomattox Advisory competition?
Appomattox Advisory top competitors include: ETP Forum, IMDDA, Stonehaven, Hyphen Network
What technology does Appomattox Advisory use?
Some of the popular technologies that Appomattox Advisory uses are: WordPress.org, PHP, PHP 5.3, Squarespace Online Stores
Who is the CEO of Appomattox Advisory?
Appomattox Advisory's CEO is Susan Webb
How do I contact Appomattox Advisory?
Appomattox Advisory contact info: Phone number: (212) 895-3000 Website: www.appomattoxadvisory.com
What does Appomattox Advisory do?

Appomattox was founded in 2005 to address a void in the market for client driven, resilient portfolios with clear objectives for managing risk and return and providing unconflicted management and advice. Appomattox is an independent, woman owned, SEC registered advisor offering customized investment management services to meet both the performance... and risk objectives of our clients-foundations, families, endowments and pension funds. We work collaboratively with our clients to serve in one of three roles: as an Outsourced Chief Investment Officer ("OCIO") with global multi-asset portfolios, as a manager of Specialized Mandates (small/emerging managers, sustainable investing) and as an Investment Advisor. Our international perspective and decades of experience in both trading and investment management enable us to identify alpha generating managers, select funds tailored to our clients' specific investment goals and create diversified portfolios that preserve capital while generating attractive risk-adjusted returns.Read More

What are Appomattox Advisory social media links?
Appomattox Advisory Linkedin page
Is Appomattox Advisory a public company?
Appomattox Advisory is private company therefore does not currently have an official ticker symbol
See more information about Appomattox Advisory

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