A complete list of active advisors currently associated with AEOM Investments, LLC

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

AEOM provides discretionary portfolio management and financial planning primarily for individuals and high‑net‑worth individuals, creating written Investment Policy Statements that document goals, tax considerations, and risk tolerances. The firm also publishes a free quarterly newsletter that includes market outlooks, sector commentary, and deeper stock analyses. AEOM’s investment approach blends a core passive allocation with selective active strategies, using modern portfolio theory alongside quantitative, technical, and charting analysis; margin and options may be used when consistent with a client’s documented risk profile. Accounts are generally managed on a discretionary basis and tailored through individualized planning and documented client restrictions. Notably, AEOM accepts performance‑based fee arrangements for qualified clients and requires clients to custody assets at a specified broker‑dealer, arrangements that can affect execution and conflict‑management considerations. The firm’s leadership has a quantitative and data‑science background and the practice operates with a relatively small client roster and modest assets under management, which tends to produce highly individualized portfolio work.

To learn more about the advisors currently working at AEOM Investments, 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.