Investment Management

Rely on Socius to manage your investments with evidence-based,
data-driven strategies.

Our Investment Management Philosophy

As the center of all client engagements, we perform as a fiduciary, balancing risk and reward around your personal goals. By understanding your ambitions, risk tolerance, and life events, we’ll design intelligent asset allocations suited to you—and you alone.

While many asset managers claim to “beat the market,” very few do—and almost none outperform the market consistently over time. Despite our best efforts, conventional forms of investment management are influenced by human emotions: fear and greed can cloud judgment, exposing your investments to undue risks.

Contact Socius today

to learn more about our investment management services.


Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301

Northeast Office
2605 Nicholson Road, Suite 5140
Sewickley, PA 15143

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