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FAQ

What is Convexity Investments LLC?

Convexity Investments LLC is a registered investment advisory firm. We work with our clients to help them build robust investment portfolios that will help them secure their financial future.

What does Convexity Investments LLC do?

At Convexity Investments LLC we aim to help our investors plan their future through risk management, investment management, and retirement advice while helping further our investor's financial IQ.

We can help you protect your portfolio with the use of derivatives. Consolidating all of your old IRA's and/or 401K's into one financial plan is a service we offer. We want our investors to rest easy at night knowing that they have a proper investment plan in place.

Is Convexity Investments LLC a fiduciary?

Yes, it is our responsibility to put our clients' interests above our own, with a duty to preserve good faith and trust.

Is there a minimum amount of money I need to invest with Convexity?

There is no minimum to invest with Convexity Investments LLC. We enjoy working with all investors no matter the size of their portfolio.

How does Convexity Investments LLC make money?

Convexity Investments LLC believes in being transparent and upfront about our pricing. We take a percentage of all assets that we have under management.

   $0-$1,000,000 = 0.75% Annually

   $1,000,001 and UP = 0.60% Annually

Can you walk me through the onboarding process to become a client of Convexity Investments LLC?

Charles Schwab is the custodian for Convexity Investments LLC. When you choose to onboard as a client you will open an account direct with Charles Schwab under our guidance and direction. At Convexity Investments LLC, we believe in total transparency where you will always have direct access to review your fund allocations and the ability to trade/withdrawal your funds.

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