A complete list of active advisors currently associated with Angelus Investment Consulting, Inc.
Warmer can help you find a great advisor at Angelus Investment Consulting, Inc. or one who fits your needs even better.
Angelus Investment Consulting serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and acting as a subadviser to other advisers. The firm documents client objectives in Investment Policy Statements and manages roughly $226 million in client assets for a relatively small number of accounts. Investment decisions are informed by fundamental, technical and quantitative analysis and modern portfolio theory, with Angelus typically requesting discretionary authority to implement each client’s Investment Policy Statement. The firm’s strategies include long‑ and short‑term trading, margin and short sales, and options trading (including covered and uncovered positions), and it invests across mutual funds, ETFs (including precious‑metal ETFs), non‑U.S. securities, private placements and venture capital where appropriate. Noteworthy disclosures in the brochure include the firm’s role as a subadviser to unaffiliated advisers, explicit use of derivatives and options in client accounts, and the inclusion of non‑U.S. and less liquid private placement investments—features that are less common among similar supported firms. The brochure also describes potential conflicts of interest tied to representatives’ broker‑dealer and insurance activities and soft‑dollar benefits, and it notes recent changes to fee practices while documenting the use of illustrative or hypothetical performance materials in communications.
To learn more about the advisors currently working at Angelus Investment Consulting, 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.
Name |
Location |
Years of experience |
|---|---|---|
Coral Gables, FL
| 19
| |
Coral Gables, FL
| 11
|
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