A complete list of active advisors currently associated with Ares-Bound Capital

Warmer can help you find a great advisor at Ares-Bound Capital or one who fits your needs even better.

Ares-Bound Capital is an independent investment advisory firm that provides discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. Its services include consultations to establish objectives, retirement and estate planning, education funding, and management of securities such as stocks, bonds, mutual funds, ETFs, REITs, UITs, treasuries and options. The firm’s stated investment process combines tactical asset allocation and diversification with quantitative techniques such as the dividend discount model and Monte Carlo simulation, and uses fundamental, technical, charting and sector-rotation analysis. Accounts are managed on a discretionary basis with monthly reviews and at least annual meetings; clients may impose written restrictions (which the firm may decline if they impede its objectives), and the firm requires custody at a single custodian where it uses block trading to consolidate orders. Distinctive features include a solo-advisor model managing roughly $772,000 across 23 client relationships and an explicit willingness to use higher-risk strategies—covered options, margin trading and short sales—only with client consent, which is less common for small independent firms. The adviser also discloses an outside entertainment business and a technical quantitative background from studies in physics and applied mathematics and corporate financial roles, and the firm receives custodial research and other benefits from its required custodian, a potential conflict it discloses.

To learn more about the advisors currently working at Ares-Bound Capital, 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.