A complete list of active advisors currently associated with ALES29 Advisors, Inc

Warmer can help you find a great advisor at ALES29 Advisors, Inc or one who fits your needs even better.

The firm provides discretionary portfolio management services to individual and high‑net‑worth clients, preparing an Investment Policy Statement and tailoring asset allocation, security selection, and ongoing monitoring to each client’s goals, time horizon, and risk tolerance. It generally advises on equities and fixed‑income securities and may use model allocations together with individualized recommendations. The adviser’s investment process emphasizes a fundamental value strategy augmented by modern portfolio theory, quantitative analysis, and technical analysis, and it describes a long‑term trading orientation for implementing portfolios. Client objectives and restrictions are documented in the Investment Policy Statement, and the firm typically operates with discretionary trading authority to implement those plans. Operational features that distinguish the firm include a requirement that clients use Fidelity Brokerage Services LLC for custody and execution, a stated policy of not aggregating or block trading orders across multiple client accounts, and disclosure that it may receive research or other “soft‑dollar” benefits from custodians, which can create potential conflicts of interest. The firm also serves a very small number of clients while overseeing a meaningful amount of assets, suggesting relatively concentrated adviser–client relationships.

To learn more about the advisors currently working at ALES29 Advisors, Inc, 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.