A complete list of active advisors currently associated with Aquinas Advisors, LLC

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

Aquinas Advisors, LLC provides investment advisory services primarily to families, individuals and businesses and also accepts pension and profit‑sharing plans, estates and pooled investment vehicles. The firm offers discretionary portfolio management, comprehensive financial planning and consulting, estate and trust distribution and administration, plus litigation consulting and strategic negotiation support for complex private‑client matters. The firm follows a global, macroeconomic top‑down investment process that is customized to each client’s risk profile and may incorporate bottom‑up value analysis. Portfolios may include public equities, fixed income, ETFs and mutual funds as well as alternative investments (private equity, hedge funds, REITs, MLPs) and the firm may use derivatives, options, futures and borrowing in separately managed accounts to implement hedging and specialized strategies. Aquinas Advisors is notable among solo independent advisers for serving as manager to a private fund focused on medical technology and for offering performance‑based fee arrangements to qualified clients, both of which are uncommon for firms of this type. The firm also provides litigation consulting and expert testimony on investment, fund and derivatives matters, supported by leadership with professional credentials in accounting and fraud examination.

To learn more about the advisors currently working at Aquinas 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.