A complete list of active advisors currently associated with Adaero Capital Management, LLC

Warmer can help you find a great advisor at Adaero Capital Management, LLC or one who fits your needs even better.

Adaero Capital Management, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm concentrates client accounts in a value-investing strategy and may use common stocks as well as preferred stocks, bonds, debentures, warrants and options as part of portfolio construction. The firm’s investment approach centers on fundamental research and firm-generated screening to identify mid- to large-capitalization securities that appear undervalued based on metrics such as low price-to-earnings, low price-to-cash-flow, above-average dividend yield, low leverage and insider buying or share repurchases. The portfolio manager makes discretionary investment decisions, reviews accounts at least quarterly, and permits client-imposed restrictions that may alter diversification and performance outcomes. Noteworthy for a solo independent adviser, the brochure explicitly lists institutional client types (pension and profit-sharing plans and charitable organizations) in addition to individual clients, and the firm reports managing approximately $10.85 million across a small client base. The brochure also directs readers to the firm’s website and SEC adviser filings for additional information and describes a formal Code of Ethics and employee trading and aggregation policies that allow staff to invest alongside clients under pre-clearance and allocation procedures.

To learn more about the advisors currently working at Adaero Capital Management, LLC, 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.