A complete list of active advisors currently associated with Aquila Ventures LLC
Warmer can help you find a great advisor at Aquila Ventures LLC or one who fits your needs even better.
Aquila Ventures LLC provides investment advisory and money management services to both individual and institutional investors, delivering tailored recommendations for securities such as individual stocks, bonds and equity options. The firm accepts clients without a stated minimum account size and works with non-high-net-worth individual clients as well as institutional accounts. The firm follows a long-term, value-oriented approach organized around a multi-bucket framework that ranges from safe-money holdings to index exposure, quality individual stocks and a more speculative sleeve; it favors buying individual bonds to hold to maturity and does not emphasize frequent short-term trading. Aquila Ventures also integrates equity derivatives into client strategies—selling covered calls and puts and using spread trades—to generate income and hedge positions, and it manages accounts on both discretionary and non-discretionary bases. Distinctive features relative to many investment-manager peers include offering hourly advisory arrangements in addition to percentage-of-assets billing and the active use of options strategies within client accounts, practices that are statistically uncommon for firms in this category. The firm is operated by a single principal with advanced academic credentials and uses a low-cost custodial arrangement to aggregate and execute client trades.
To learn more about the advisors currently working at Aquila Ventures 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.
Name |
Location |
Years of experience |
|---|---|---|
Delmar, NY
| 5
|
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