A complete list of active advisors currently associated with Adolos Asset Management
Warmer can help you find a great advisor at Adolos Asset Management or one who fits your needs even better.
Adolos Asset Management provides discretionary and non‑discretionary investment management to a small client base that includes individuals, high‑net‑worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm operates on an institutional‑quality platform through alliances with Schwab, Blueprint, and Orion and does not offer comprehensive financial planning as a core service, though incidental planning may be provided at its discretion. Portfolios are built from a written investment policy statement and allocated across five strategic categories (Liquid, Balanced, Moderate, Growth, Aggressive), with tactical overlays for market cycles, tax considerations, and client ESG preferences. Implementation is via either automated ETF models with automatic rebalancing or customized models that can include direct indexing, separately managed accounts, alternative/illiquid investments, and technical trend overlays using exponential moving averages (e.g., 10/100 and 50/200 EMAs). Noteworthy features relative to peers include a concentrated client roster—roughly $242 million in assets across about 35 clients—indicating a focus on larger, institutional‑style relationships rather than many small accounts. The firm is led by an advisor team with extensive trust and family‑office experience from large wealth firms, maintains a sub‑advisory relationship with Blueprint, and discloses that it does not receive soft‑dollar research or other third‑party economic benefits.
To learn more about the advisors currently working at Adolos Asset Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Advance, NC
| 7
|
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