A complete list of active advisors currently associated with Aaron Brask Capital

Warmer can help you find a great advisor at Aaron Brask Capital or one who fits your needs even better.

The firm is a single-advisor registered investment adviser that provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. It charges percentage-of-AUM advisory fees and, separately, offers insurance products through a licensed agency affiliation that can generate commission-based compensation. The firm’s investment process relies on proprietary, research-driven analysis that combines top-down macroeconomic views with security-level evaluation to construct customized portfolios, with a primary emphasis on individual securities. Portfolios are generally managed with a long-term orientation but may be reallocated or traded on shorter time horizons as needed, and the adviser may use ETFs, mutual funds and options for hedging or exposure in accordance with client objectives. What is distinctive for a firm of this size is the principal’s advanced quantitative background and senior institutional experience, along with an adjunct academic role, which inform the use of individual securities and derivatives in portfolio construction. The firm also maintains institutional relationships with major custodians (receiving certain technology and support benefits) and discloses potential conflicts from insurance commissions and personal trading policies.

To learn more about the advisors currently working at Aaron Brask Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.