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 fee-only, asset-based investment management for individually managed accounts to clients that may include individuals, families, trusts, businesses, and charitable organizations. The firm manages roughly $165.6 million for about 64 clients with two advisors and charges percentage-of-AUM management fees billed monthly. The firm follows a systematic, technical trend-following approach that uses short-, medium-, and long-term moving averages and combines fundamental and global macro analysis to inform security selection and market timing. Aeternitas generally manages accounts on a discretionary basis, emphasizes concentrated portfolios with strict risk-management rules, and recommends a minimum advisory relationship size around $100,000. Aeternitas is affiliated with a separate law practice whose services include estate planning, trusts, asset protection, and business law, and the brochure notes some client overlap between the advisory and legal practices—an arrangement that is uncommon among similar firms. The firm’s client composition is also atypical for its peer group in that it does not include non-high-net-worth or high-net-worth individual client categories, indicating a mix more weighted toward institutional, trust, business, or charitable relationships.

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.