A complete list of active advisors currently associated with Aeternitas Investment Management, LLC

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

Aeternitas Investment Management provides discretionary and non‑discretionary investment management to individuals, families, trusts, businesses, and charitable organizations. Services are delivered on a fee‑only basis and are memorialized in individualized Investment Management Agreements. The firm pursues a systematic, technical trend‑following approach that uses price action and short, medium, and long‑term moving averages to guide market timing and security selection, supplemented by fundamental and global macro analysis. Portfolios can be relatively concentrated and may include individual equities and a broad set of exchange‑traded funds across sectors, commodities, currencies, and fixed income, with formal risk‑management rules. A distinctive feature is that the firm’s principal also operates a separate law practice providing estate planning, trusts, and business law services, and the brochure notes an expected but non‑mandatory client crossover between the two businesses. The adviser is a recently founded, sole‑owned firm currently seeking SEC registration and, with roughly 66 client relationships and about $172 million in assets under management, appears to focus on a relatively small, concentrated client base rather than a broad retail population.

To learn more about the advisors currently working at Aeternitas Investment 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.