Bushkill, PA Office

AEM Asset Management provides investment advice and planning to individuals (including high net worth clients), charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, and may recommend third‑party money managers to implement model-based strategies.

The firm tailors investment advice to each client’s objectives and typically exercises discretionary authority over accounts, using sub‑advisers and model portfolios rather than conducting in‑house quantitative or qualitative security analysis. Its stated strategies range from long‑term to short‑term trading and include technical, fundamental, and cyclical methods, and it may use options, margin, or short sales where appropriate; accounts are reviewed regularly and trades are often aggregated.

AEM is affiliated through common ownership with Rosenberg Rich Baker Berman & Company and routinely recommends that affiliate for accounting services, a relationship the brochure discloses as a potential conflict of interest. Although the adviser is a small team (two advisors serving a modest number of clients), it reported approximately $117.9 million in discretionary assets under management and routinely asks clients to direct brokerage to firms with which it has existing relationships.