American Executive Advisors, LLC

The firm serves individuals, high‑net‑worth clients, corporations and pension or profit‑sharing plans, providing comprehensive financial planning, focused financial consulting (including advice on cryptocurrencies), discretionary portfolio management, and retirement plan consulting for qualified plans. It delivers written financial plans and implements portfolios using proprietary model portfolios and by recommending a third‑party sub‑adviser when appropriate.

Investment management emphasizes an active tactical asset allocation approach that rebalances across asset classes and may use mutual funds, ETFs, stocks, bonds, options, leveraged and inverse funds, and, with client permission, allocations to digital assets on a non‑discretionary basis. The firm generally seeks discretionary authority to manage accounts, accommodates client‑imposed restrictions in writing, reviews model portfolios quarterly, and conducts at least annual client reviews.

Distinctive features include an affiliation with a licensed insurance agency through which the firm’s owner may receive commissions, and an explicit offering of ERISA‑level retirement plan consulting services (participant education, investment policy statements, QDIA selection), both of which are less common among peers. The firm also discloses involvement in a patent‑pending digital‑asset venture, uses a sub‑adviser for some portfolios, and reports managing approximately $8.55 million in client assets, reflecting a service mix that incorporates both retirement plan work and digital‑asset considerations.