A complete list of active advisors currently associated with Agg Asset Management, LLC

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

AGG Asset Management provides comprehensive portfolio management and financial planning to individuals — including high-net-worth clients — as well as trusts, estates and charitable organizations. The firm manages about $55 million on a discretionary basis for roughly 65 client relationships and emphasizes individualized investment advice and ongoing monitoring. The firm uses a mix of fundamental, technical and cyclical analysis and implements strategies across equities, bond funds, ETFs, mutual funds, options and trading approaches to align portfolios with clients’ stated objectives and risk tolerances. AGG’s brochure discloses that it may use borrowing (margin) and derivatives such as options within separately managed accounts and describes the attendant risks, including margin-related losses, forced liquidations and option expiration dynamics. Compared with many supported peers, AGG’s explicit use of leverage and derivatives in client-managed accounts is a distinguishing practice, since most similar firms do not employ borrowing or derivatives inside separately managed accounts. The firm also notes it maintains legacy wrap-fee arrangements only for existing clients while requiring new clients to enter non-wrap agreements and recommends a custodial relationship with Schwab for trade execution and custody.

To learn more about the advisors currently working at Agg Asset 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.