A complete list of active advisors currently associated with Agilis Investment Management LLC
Warmer can help you find a great advisor at Agilis Investment Management LLC or one who fits your needs even better.
Agilis provides discretionary portfolio management to individuals and a variety of institutions — including estates, trusts, foundations, endowments, corporations, and pension and profit‑sharing plans — with customized Statements of Investment Objectives and ongoing client service managed by a senior advisor and client liaison. As of December 31, 2025 the firm reported $123,781,946 in regulatory assets under management across its client relationships and has no stated account minimum. The firm’s investment approach emphasizes current income: tax‑exempt and taxable fixed income (notably Private Activity Bonds and General Obligation municipal bonds) and dividend‑paying equities selected using fundamental “Graham & Dodd” analysis and databases such as Bloomberg and William O’Neil. Agilis conducts detailed credit and operational due diligence (including site visits), explicitly accounts for income compounding in performance, and may aggregate and block trades where practical. What distinguishes Agilis from many peers is its concentrated focus on Private Activity Bonds (including unrated agency issues), its use of single‑handed purchases and client cross‑transactions for PAB allocations, and the firm’s willingness to manage accounts that use borrowing/margin (with margin included in asset valuations and fee calculations). The firm also serves a range of institutions beyond typical high‑net‑worth households — including, per its filing data, sovereign wealth fund clients — and documents procedures to address the liquidity, pricing and conflict considerations that arise from trading illiquid municipal issues.
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.
Name |
Location |
Years of experience |
|---|---|---|
Wilton, CT
| 6
| |
Wilton, CT
| 5
| |
Wilton, CT
| 9
|
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