A complete list of active advisors currently associated with Aull & Monroe
Warmer can help you find a great advisor at Aull & Monroe or one who fits your needs even better.
Aull & Monroe provides discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, charitable organizations and corporate entities. Services include individually tailored portfolio management, retirement plan consulting and fiduciary plan services (including 3(38) investment manager roles and non‑discretionary 3(21) advice), as well as participant education for self‑directed plans. The firm’s investment approach is long‑term and oriented to balanced portfolios of high‑quality equities, investment‑grade bonds and a cash reserve, with the option to manage all‑stock or mutual fund/ETF portfolios; portfolios are custom‑built for each client and guided by Modern Portfolio Theory. Aull & Monroe emphasizes low portfolio turnover, diversification, and ongoing performance monitoring against modeled indices, and may include instruments such as MLPs where appropriate. What distinguishes Aull & Monroe among similar team firms is its combination of an established, small partner‑led team managing over $323 million across roughly 180 client relationships, reflecting a relatively high assets‑per‑client focus and individualized service. The firm also documents formal ERISA fiduciary arrangements for plans (3(38) discretionary management), maintains a policy of voting proxies on clients’ behalf through a third‑party platform, and delivers detailed quarterly reports comparing performance to relevant benchmarks.
To learn more about the advisors currently working at Aull & Monroe, 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.
You can also browse Aull & Monroe's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Mobile, AL
| 34
| |
Mobile, AL
| 0
| |
Mobile, AL
| 34
| |
Mobile, AL
| 0
| |
Mobile, AL
| 14
| |
Mobile, AL
| 28
|
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