Aberle Investment Management LLC

Aberle Investment Management is an independent, fee‑only registered investment adviser that provides portfolio management and foundational financial planning to individuals, high‑net‑worth families, trusts, estates, and businesses. The firm typically works with private investors and multi‑generation families focused on protecting and growing capital over the long term.

The firm's investment process combines longer‑term thematic and strategic allocation with shorter‑term tactical adjustments informed by sentiment and quantitative tools, and it implements portfolios largely through no‑load mutual funds and exchange‑traded funds while also employing individual equities, fixed income, REITs, commodities, and buffered instruments when appropriate. Aberle also provides advice on held‑away accounts (for example, employer retirement plans, annuities, and variable life products) and aggregates household relationships for portfolio construction and fee accounting where clients permit.

Distinctive features include a small advisory team (two registered representatives) overseeing roughly $77 million in discretionary assets across about 67 client relationships and a firmwide shift from a broker‑dealer affiliation to a fully fee‑only model in 2018. The firm commonly uses block/batch trading (which may include employee accounts), does not vote client proxies, provides an online planning portal with optional recurring coaching rather than a single deliverable plan, and may charge a modest reporting fee for unsupervised/DIY accounts.