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NEOS Investment Management LLC

Private Investment Firm Connecticut, United States ·Founded 2022

Overview

NEOS Investment Management LLC is a U.S.-based investment management firm specializing in alternative investment strategies. The firm offers a range of investment products, including exchange-traded funds (ETFs), separately managed accounts, and custom solutions, focusing on income generation, tax efficiency, and diversification. Their investment approach is data-driven, aiming to provide high income and tax efficiency through options-based strategies. NEOS's guiding principles emphasize seeking high monthly income, tax-efficient portfolio management, and ongoing data-driven research. The firm is headquartered in Westport, Connecticut, and offers its investment products through various brokerage platforms accessible to U.S. investors. Investors can contact NEOS through their website's contact form for more information or inquiries.

Investment Focus

Accredited Investor
Investment Horizon
Risk Tolerance
Investment Objectives
Regulatory Compliance
Tax Considerations
Liquidity Needs
Due Diligence
Legal Documentation
Investment Strategy Alignment
Portfolio Diversification
Performance Expectations
Management Fees
Exit Strategy

Portfolio Companies

NetflixDTE Energy

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Frequently asked questions about NEOS Investment Management LLC

What sectors does NEOS Investment Management LLC invest in?

NEOS Investment Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Connecticut, United States. NEOS Investment Management LLC is listed as a private investment firm in the ConnectSafely investor database.