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You're not just another account, you matter.
Financial & Insurance Planning
We plan for Today, Tomorrow, and Someday.
401k & Account Management
In house portfolio management with custom portfolios or 3rd party managers.
Personal Attention
Dedicated personal attention so you never feel like just another number.
Diversification
Diversify Asset Classes within your portfolio to mitigate volatility.
Investment Consulting
We're not limited to cookie cutter investment advice or any one product.
Insurance Planning
Protect the assets you've worked so hard to build.
No Automated Communications
No mindless communication systems or useless updates
Access to Elite Financial Tools
We have access to elite financial tools from BlackRock, Goldman Sachs, and others.
What makes Mozella different?
Mozella Asset Management delivers custom tailored investment strategies providing access to private market alternatives and aligned ESG initiatives, all backed by a dedicated team that prioritizes responsive personal service.
Why do clients choose Mozella?
We cater to each client's personal goals with a clear awareness of community and environmental impact, guided by time-tested value investing principles and disciplined strategies at the core. Our aim is to build a financial fortress that meets all of our clients' needs within one comprehensive financial plan.
Trusted Partners
Managed Portfolios
Yield & Income
Balanced Yield
Capital Preservation
Our in-house portfolios follow a clear investment policy: allocate strategically by asset class, sector, timing, and security selection at favorable prices. Our goal is optimal diversification without the costly over-diversification seen in many mutual funds, where layered fees often leave investors with whatever crumbs remain.
With our direct, in-house management, we keep your portfolio as close to the underlying assets as possible. We mitigate volatility using government bonds aligned with efficient frontier models, blended with classic value investing principles—selecting high-quality securities at attractive prices while monitoring economic cycles and interest rates.
During economic expansions, we take an enterprising approach with a higher equity allocation. In times of caution, we shift toward cash and short-term bonds. Across all market environments, we focus on sector exposure, seek undervalued securities that offer a strong margin of safety, and execute disciplined rebalancing when conditions are most favorable.
Third Party Managers
Through our custodial relationship at Charles Schwab, clients gain access to professionally managed model portfolios from BlackRock, Goldman Sachs, Schwab and more. These institutional managers, once reserved for high-net-worth investors, are now available to all providing world class, professional management, without traditional high minimums.
Private Market Alternatives
Through our relationship with Charles Schwab, clients gain access to a variety of Alternative Assets and more. These institutional strategies provide diversification, professional management, and institutional grade investment vehicles.
Insurance Partners
Through our insurance division clients gain access to a variety of the best companies the Insurance industry has to offer.
Mozella Asset Management is located in sunny Saint Petersburg Florida at First Central Tower 360 Central Ave 8th Floor Ste 800 Saint Petersburg, FL. 33701. We'd love to hear from you! Feel free to call, text, or email.
Mozella Asset Management, LLC.
Phone: 727.280.5685
Email: info@MozellaCapital.com
In this era of innovation and rapid technological advancement, investing has become more exciting than ever. Traditional wealth-management firms no longer dominate the market, and those seeking professional money management are no longer limited to only a few choices. Today, everything is accessible to everyone—creating unprecedented opportunities as we move toward a more prosperous world for all.
Through custodial innovations, investors of all income levels—from high net worth to middle and working class—can access sophisticated money managers, diversified asset classes, and private investment alternatives. The investing playing field has truly been leveled, providing all the tools needed for everyday Americans to build a financial fortress and create lasting prosperity once reserved for the elite.
Our promise is to conduct our work and manage your finances with the utmost care and professionalism, ensuring that the money you work so hard to earn receives the same dedication and protection you put into earning it.
Sincerely,
Jonathan Henrich, CEO
What fees do I pay?
We have a transparent fee schedule. While we offer standalone financial planning and consulting services at $150 per hr, these are fully included when we mange your Assets. We charge a standard 1.5% fee for assets under $1 million, with tiered discounts as your portfolio grows.
Are there any upfront fees?
There are no upfront fees. The expectation is that we will be on a several decade long journey together. The better you do, the better we do.
What makes Mozella different?
Mozella focuses on environmental and social impact investing while prioritizing strong, favorable returns for our clients. Unlike larger firms, we offer tactically managed portfolios tailored to changing markets. Lastly, through the Charles Schwab platform, we provide access to alternative investments that diversify across asset classes and help reduce overall portfolio volatility.
Who are our clients?
Our focus is on individuals seeking a fiduciary steward of their capital, offering professional guidance across investment portfolio management, business and group planning, insurance planning, and overall wealth management.
What should I expect as a client?
Your dedicated investment counselor is available during office hours to answer any questions you may have. We conduct quarterly check-ins, provide regular updates, and reach out whenever necessary.