Astute Consulting, LLC

Astute Consulting LLC provides discretionary portfolio management services for individual and high‑net‑worth clients, designing customized portfolios from its model allocations based on each client’s objectives, timeframe, and risk tolerance. The firm is newly registered and, as disclosed in its brochure, reported no client assets under management as of the filing date.

The firm’s investment process relies on technical analysis and primarily uses exchange‑traded funds within its model portfolios, with rebalancing conducted as needed and the potential use of margin in certain strategies. Astute Consulting requests discretionary trading authority, recommends a qualified custodian, and communicates trade activity to clients by email while the principal monitors accounts daily.

Notable operational features include the availability of performance‑based fee arrangements for qualified clients alongside asset‑based fees for others, and a practice of executing each account’s trades individually rather than aggregating orders, which can produce different execution results across accounts. The firm also discloses an affiliated cross‑border consultancy activity and a training role held by its principal, and it does not vote client proxies (clients receive proxy materials directly), which differentiates its operations from many peers.