A complete list of active advisors currently associated with Araglan Capital Management, LLC
Warmer can help you find a great advisor at Araglan Capital Management, LLC or one who fits your needs even better.
Araglan Capital Management serves individual and institutional clients — including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and trusts or estates — through discretionary portfolio management and written financial planning. The firm conducts client intake interviews to establish individual investment policies and delivers ongoing investment supervision tailored to those stated objectives. The firm’s investment approach is built on fundamental analysis and includes a mix of long-term, short-term and trading strategies, with the use of options (including covered calls and spreads). Araglan also employs margin borrowing and short sales in separately managed accounts, and it implements trades on a discretionary basis consistent with client guidelines. What is noteworthy for a single-advisor independent firm of this scale is the explicit use of leverage and short-selling strategies in client accounts — a practice that is relatively uncommon among peers. The firm typically relies on client-directed custodians for trade execution while aggregating block trades where possible, and it provides nondiscretionary financial planning reports addressing tax, estate and retirement matters in addition to investment management.
To learn more about the advisors currently working at Araglan Capital Management, 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 |
|---|---|---|
Stamford, CT
| 41
|
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