A complete list of active advisors currently associated with Ameraudi Asset Management, Inc.

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

Ameraudi Asset Management (AAM) provides portfolio management and asset-allocation services to domestic and foreign high‑net‑worth individuals, corporations, and trusts, offering both discretionary managed portfolios and non‑discretionary trading arrangements. The firm primarily advises on exchange‑traded funds and may recommend independent third‑party money managers or provide sub‑advisory services to other registered investment advisers. AAM’s investment approach emphasizes a macroeconomic perspective with asset allocation as the core determinant of risk and return, employing model portfolios, diversified ETFs, and a mix of fundamental, technical, and macro analysis in consultation with GenTrust as a sub‑adviser. Client onboarding includes a risk questionnaire and an Investment Policy Statement, and the firm supports written client restrictions while operating both discretionary and non‑discretionary programs with a $1,000,000 portfolio minimum for managed or trading accounts. The firm is a wholly owned subsidiary of Interaudi Bank and is affiliated with an in‑house broker‑dealer, relationships reflected in its custodial, referral, and banking client activity—an uncommon structure among multi‑team peers and one that corresponds with a notable non‑U.S. client base and banking clients. As of January 31, 2026 AAM reported substantially more non‑discretionary AUM than discretionary AUM, and it does not offer standalone financial planning, making its service mix and operational ties to a bank atypical for its peer group.

To learn more about the advisors currently working at Ameraudi Asset Management, 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.

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