A complete list of active advisors currently associated with Aldebaran Capital
Warmer can help you find a great advisor at Aldebaran Capital or one who fits your needs even better.
Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high‑net‑worth clients, and also offers retirement‑plan advisory services to qualified plans as a limited‑scope ERISA 3(21) fiduciary, assisting plan sponsors with investment policy development, monitoring of plan investment options, and participant education. The firm documents client goals and allows client‑imposed investment restrictions while delivering ongoing portfolio monitoring and reporting. The firm combines fundamental, technical and charting analysis to construct portfolios and implements strategies that can include long‑ and short‑term holdings, option writing, and other active trading approaches. Aldebaran manages accounts on a discretionary basis under written investment profiles and performs periodic (at least quarterly) reviews of allocations, rebalancing opportunities and tax‑loss harvesting. Aldebaran is notable for offering ERISA pension consulting alongside individual portfolio management and for charging fixed fees for some planning work — features that are uncommon for firms of this profile. The brochure also discloses that client accounts may use margin, leverage and derivative instruments and that the firm does not act as a private fund adviser, and it leaves proxy voting to clients unless assistance is requested.
To learn more about the advisors currently working at Aldebaran Capital, 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.
You can also browse Aldebaran Capital's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 0
| |
New Orleans, LA
| 32
|
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