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Donavan C

Series 66

Eagle, CO

Aberle Investment Management LLC

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley prior to joining Aberle in 2017. Aberle Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth families, trusts, estates, and businesses. The firm combines long-term thematic and strategic allocation with shorter-term tactical adjustments, implementing portfolios primarily through no-load mutual funds and ETFs, while also utilizing individual equities, fixed income, REITs, commodities, and buffered instruments when appropriate.

Wealth management Active portfolio management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Brian A

CFP®, Series 63, Series 65

Eagle, CO

Aberle Investment Management LLC

Brian Aberle is a CFP® with 30 years of experience in the financial industry. He is the principal of Aberle Investment Management LLC, where he has worked since 2009. Prior to founding his firm, he spent time with Wells Fargo Advisors Financial Network and Citigroup Global Markets. Aberle Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth families, trusts, estates, and businesses. The firm focuses on long-term capital protection and growth using a combination of thematic strategic allocations and tactical adjustments implemented through diverse investment vehicles.

Wealth management Active portfolio management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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