A complete list of active advisors currently associated with Aries Investment Advisors, LLC
Warmer can help you find a great advisor at Aries Investment Advisors, LLC or one who fits your needs even better.
Aries Investment Advisors is an independent registered investment adviser that provides portfolio management and financial consulting to individual and high-net-worth clients. The firm reports roughly $22.4 million in assets under management and indicates most client accounts are managed on a non-discretionary basis while financial planning is offered as a separate service. The firm’s investment process combines technical and fundamental analysis, charting and cyclical methods and can employ long-term, short-term and trading strategies; it may use short sales, margin and options as implementation tools when appropriate. Portfolios are reviewed at least quarterly and clients may place reasonable investment restrictions, while consulting engagements are provided on an engagement basis rather than as ongoing portfolio management. Distinctive features include contributions to financial periodicals and newsletter content made available to clients, a practice that is uncommon among similar independent advisers. The firm’s disclosures also address ERISA and pension-plan considerations and emphasize non-discretionary arrangements while operating with an institutional custody and execution platform.
To learn more about the advisors currently working at Aries Investment 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.
Name |
Location |
Years of experience |
|---|---|---|
Garden City, NY
| 6
|
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