We manage multi-asset resilient portfolios

Appomattox Advisory, Inc (“Appomattox”), a New York City-based SEC-registered investment firm founded in 2005, manages global multi-asset resilient portfolios, providing comprehensive OCIO services for institutional investors among endowments, foundations, pension plans and family offices. Reflecting its emphasis on DEI and ESG principles, Appomattox has developed specialized mandate expertise across Emerging and Diverse Fund Managers, ESG Investing and Opportunistic Credit. The firm has earned awards including Institutional Investor’s ‘Outsourced CIO of the Year’ in 2016, ‘Finalist’ in 2017 and 2019. Appomattox is proud of its majority woman-owned and conflict-free structure, alignment of values and highly experienced leadership team.

What’s in our Name?

Appomattox’s name is derived from the town and river in Virginia named after the Appamattuck Native American tribe and known in U.S history for the Civil War battle resulting in the surrender of Robert E. Lee to Ulysses S. Grant in 1865. This historic milestone exemplifies the resilience that enabled such an achievement and continued post-Civil War.

‘Resilience’ represents an important pillar of our firm as we focus on building actively managed global resilient portfolios. Furthermore, as a majority women-owned business, we take special note of the Appamattuck tribe’s leadership by the woman chief Opossunoquonuske during the seventeenth century (Source: Virginia Women In History).

Our values are aligned