ANOVA Management Inc. is a registered investment advisor that primarily recommends investing in affiliated exchange-traded funds (ETFs) managed by NextGen EMP, LLC. ANOVA uses a quantitative strategy called Efficient Market Portfolio Plus (EMP Plus), which aims to achieve market returns while reducing risk during economic downturns. The firm analyzes historical pricing data to identify upward bias in the markets and may move to cash or short ETFs when upward bias is not observed. ANOVA's management persons are also management persons of NextGen, creating a conflict of interest.
Assets Under Management$14M
Clients59
Advisors3
Avg. per Client$240K
Avg. per Advisor$4.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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