A complete list of active advisors currently associated with ALE LLC

Warmer can help you find a great advisor at ALE LLC or one who fits your needs even better.

ALE LLC provides portfolio management, financial planning and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, pooled investment vehicles, and business entities. The firm offers comprehensive portfolio management (including a wrap‑fee option), written financial plans or consultations, and one‑time or ongoing pension consulting engagements. Accounts are managed primarily on a non‑discretionary basis, with client approval required before transactions and at least quarterly account reviews as part of an individualized advisory process. The firm employs a broad set of analytical methods—fundamental, technical, quantitative and qualitative—and uses strategies across fixed income and equities, including long‑ and short‑term positions, options, margin and active trading when appropriate. Distinctive aspects include the principal’s active licensure and business activity in real estate brokerage and insurance distribution, the firm’s role as a wrap‑fee program sponsor, and its provision of pension consulting—each of which is relatively uncommon among independent advisers. The firm manages roughly $9 million in non‑discretionary assets for a small client base and discloses and seeks to mitigate conflicts of interest arising from commissionable real estate and insurance activities through disclosures and its Code of Ethics.

To learn more about the advisors currently working at ALE 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.