A complete list of active advisors currently associated with Aljian Capital Management

Warmer can help you find a great advisor at Aljian Capital Management or one who fits your needs even better.

Aljian Capital Management advises individual and high‑net‑worth clients as well as pension and corporate plan sponsors, providing Comprehensive Portfolio Management and Pension Consulting services. In pension engagements the firm acknowledges it may act as a fiduciary under Section 3(21) of ERISA for the services described in its pension consulting agreement. The firm combines fundamental and technical analysis (including charting and cyclical analysis) and uses a range of strategies from long‑term holdings to short‑term trading and rebalancing. It also employs option writing, short sales and margin transactions, and discloses the use of derivatives and borrowing in separately managed accounts — practices that are relatively uncommon among peer team firms. Aljian is wholly owned by the Aljian Family Revocable Trust and manages more than $600 million in client assets while offering individualized investment advice and permitting reasonable client‑imposed investment restrictions. The firm recommends Schwab custody, conducts at least semi‑annual account reviews, and maintains a written Code of Ethics and pre‑clearance procedures for personal trading.

To learn more about the advisors currently working at Aljian Capital Management, 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.