A complete list of active advisors currently associated with Aerie Capital Management

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

Aerie Capital Management provides discretionary investment management, retirement-plan consulting and financial planning to a mix of individual investors and institutional clients, including corporate pension and profit-sharing plans, participant-directed defined contribution plans, and charitable organizations. The firm also offers non-discretionary ERISA 3(21) advice to plan sponsors and prepares financial plans on a fixed- or hourly-fee basis. The firm’s investment process combines fundamental, quantitative and technical analysis and generally favors long-term allocations to individual stocks and bonds, mutual funds and ETFs. It also uses derivatives—including options strategies implemented with defined risk—in separately managed accounts and performs periodic monitoring of plan investment menus and service providers. What is noteworthy relative to many independent advisers is the combination of institutional and charitable clients together with pension consulting services, an arrangement that is less common among peers of this size. The lead investment professional holds the CFA charter and brings prior portfolio and research experience, and the firm accepts proxy-voting responsibility and written client investment restrictions as part of its fiduciary services.

To learn more about the advisors currently working at Aerie Capital 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
Alan Myers	Baltimore, MD	4

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