Welcome to Vodia Capital

Vodia Capital is a boutique asset management firm founded in 2004 and located in Concord, Massachusetts. Our firm provides superior asset management and financial advisory services with an exceptionally high level of service to our clients.

With a small and dedicated team, you receive the attention of a small firm while leveraging the resources of a sophisticated advisor. Each client relationship is a partnership built on trust and mutual respect, and our success is measured by our clients realizing their financial goals.

Fee-only Advisor

Transparent fee-structures based on managed assets.

Individualized Risk Profiles

Individually managed accounts, with unique risk profiles for each client.

Independent Advice

In-house research grounded in decades of experience and supported by pioneering finance theory and practice.

Fiduciary Standard of Care 

Allowing for objective advice, without conflicts of interest.

The Vodia Team

Philosophy

At Vodia Capital, we are guided by the firm’s six founding principals:

  • Integrity

    We believe there is no greater responsibility than being entrusted with our clients’ financial futures.  As such, we are committed to providing full transparency and hold ourselves to the highest standard of integrity in everything we do.

  • Education

    As markets continue to evolve and change, we believe a financial education is never complete.  This is why we view learning and personal growth as cornerstones of our firm’s culture.

  • Excellence

    We believe success is a direct result of diligence and commitment to excellence.  We take pride in all we do and seek to achieve excellence in every aspect of our work.

  • Client Focus

    We are dedicated to providing clients with world-class, personalized service.  As a boutique firm, we are able to give clients direct access to our investment expertise and deliver custom strategies and services.

  • Teamwork

    Teamwork plays an integral role in achieving excellence.  We have built a highly effective team by creating a work environment focused on intellectual discussion and collaboration.

  • Community and Sustainability

    We value our location in the strong and well-established community of Concord, Massachusetts.  We strive to align our corporate goals with both the improvement of our community and the overall sustainability of our environment.

Meet the Team

Vodia Capital fosters an intellectual and collaborative firm culture.  David Matias, Founder and Managing Principal, has carefully built a team with diverse backgrounds, such that each of our professionals contributes unique skills and perspective.

Our Partners

In addition to our team, we have created a network of professional organizations that share our firm ethics and support us in our work with clients. These firms include securities research houses and lawyers as well as a cadre of tax experts to supplement our in-house tax advisory services.

Community and Philanthropy

Vodia Capital is located in the strong and well-established community of Concord, Massachusetts.  We recognize our success is closely tied to both our experience and the relationships we have established in the community.  We strive to align our corporate goals with the improvement of our community.  To that end, we pride ourselves in our involvement with numerous academic and philanthropic organizations.

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