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

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Agilis advises both individual and institutional clients, including taxable and tax‑exempt entities such as foundations and endowments, and the firm’s client mix includes institutional mandates that are uncommon among peers (including a sovereign wealth fund). It provides discretionary portfolio management and related investment counsel with ongoing administrative client support. The firm’s investment approach prioritizes current income and emphasizes tax‑exempt and income‑producing assets, principally Private Activity Bonds (PABs), General Obligation bonds, and income‑oriented equities analyzed with a fundamental, Graham & Dodd–style process. Agilis customizes a Statement of Investment Objectives for each client and permits margin borrowing in client accounts, with outstanding margin balances included in assets under management. What distinguishes Agilis from many peers is its specialized focus on PABs, including participation in single‑handed bond purchases and the use of client cross‑transactions for rebalancing, together with detailed project due diligence (site visits, official statements, and lender analyses). The firm also makes research resources such as Bloomberg and the William O’Neil database available through soft‑dollar arrangements, and its strategies and disclosures indicate it serves largely sophisticated or institutionally experienced clients who may accept concentration and limited liquidity in pursuit of current income.

To learn more about the advisors currently working at Agilis 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.