New York, NY Office

AIRE Advisors manages roughly $1 billion in client assets and serves a mix of individual clients (including high‑net‑worth individuals), family‑office clients through its AIRE ONE service, employer retirement plans, and brokerage customers. The firm provides comprehensive wealth management, cash management, retirement plan consulting, and investment consulting to brokerage customers, with services delivered on discretionary and non‑discretionary bases.

The firm’s investment process emphasizes strategic asset allocation and Modern Portfolio Theory, implemented across individual stocks, bonds, ETFs, options, alternatives, REITs, structured products, and the use of third‑party money managers; portfolios are monitored and periodically rebalanced and third‑party managers are subject to ongoing due diligence. AIRE Advisors discloses that it may employ margin/borrowing in client accounts and engage in options and other leveraged or complex strategies when suitable, and it describes associated risks and monitoring practices in its brochure.

AIRE Advisors discloses several features that distinguish it from many peers: the firm and its representatives are also licensed insurance agents and the firm is registered as an insurance agency, and it receives customary compensation from insurance sales. The brochure also discloses use of endorsements and compensated referrals, the promotion of third‑party ratings, and participation in sponsor‑funded events and travel reimbursements — practices the firm documents and discloses as potential conflicts of interest.