A complete list of active advisors currently associated with Aetolia Capital LLC
Warmer can help you find a great advisor at Aetolia Capital LLC or one who fits your needs even better.
Aetolia Capital provides discretionary investment management through separately managed accounts to individuals, households and high-net-worth investors, typically opening accounts via an internet-based process. The firm manages roughly $44.5 million across about 55 client accounts and charges fees based on a percentage of assets under management, with a stated initial investment guideline of $250,000 (exceptions considered case-by-case). The firm’s investment approach combines macroeconomic analysis with a research-driven process that incorporates fundamental, quantitative and technical analysis to identify opportunities across equities, ETFs, closed-end funds and fixed income; trading may employ techniques such as leverage or short sales when appropriate. Portfolios are monitored at least quarterly and the adviser exercises broad discretionary authority, generally limiting client-imposed investment restrictions unless negotiated in advance. Notable operational features include a solo-adviser structure with industry experience, a stated policy of not voting client proxies, and limited custody limited to client-authorized fee deductions rather than full account custody. The firm executes trades through the client’s broker of record, aggregates client orders when appropriate, does not enter into soft-dollar arrangements to obtain research, and maintains a written Code of Ethics governing personal trading and potential conflicts.
To learn more about the advisors currently working at Aetolia Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Hockessin, DE
| 25
|
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