A complete list of active advisors currently associated with Aragorn Ltd.
Warmer can help you find a great advisor at Aragorn Ltd. or one who fits your needs even better.
Aragorn Ltd. serves individual investors and also provides investment management to pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and consulting along with discretionary portfolio management that can include mutual funds, ETFs, individual equities and debt, options, and components of variable annuities and variable life contracts. Aragorn tailors its advice to clients’ risk tolerances and objectives and employs a mix of fundamental, technical and cyclical analysis to determine asset weightings and portfolio risk. The firm allocates across seven broad asset classes, monitors relative strength and momentum, and may concentrate allocations when its analysis indicates, generally managing accounts on a discretionary basis. Uncommonly for a solo independent adviser, the firm’s principal is a licensed practicing attorney who operates a separate law practice offering tax, business, and estate planning services, and the brochure discloses the potential conflicts when legal services are recommended. Additionally, despite a small advisor headcount and modest assets under management, Aragorn accepts institutional clients — a service offering that is relatively rare among its independent-firm peers.
To learn more about the advisors currently working at Aragorn Ltd., 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 |
|---|---|---|
Milton, MA
| 21
|
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