A complete list of active advisors currently associated with Aperture Advisors LLC

Warmer can help you find a great advisor at Aperture Advisors LLC or one who fits your needs even better.

Aperture Advisors provides discretionary portfolio management to individuals, high‑net‑worth clients, charitable organizations, and corporate/business clients, and serves as a sub‑adviser on accounts for which Fortitude Advisory Group is the adviser of record. It produces an Investment Policy Statement for each client and offers standard asset‑based advisory services and the ability for clients to impose reasonable written investment restrictions. The firm currently concentrates client assets in individual equities and ETFs and employs a mix of fundamental, quantitative, technical and modern‑portfolio‑theory techniques, using both long‑ and short‑term trading approaches. It discloses the use of margin in client accounts and, unusually for its peer group, offers a performance‑based fee program for qualified clients subject to a high‑water‑mark methodology. Aperture’s operational model is notable: billing, fee collection, and order entry are processed through its sub‑advisory relationship with Fortitude, and it discloses related conflicts of interest and custodial economic benefits from its Schwab relationship. The firm is small and boutique in scale and has disclosed prior regulatory matters (a FINRA acceptance, waiver and consent and a pending state administrative matter), which may be relevant for prospective clients to review.

To learn more about the advisors currently working at Aperture Advisors LLC, 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.