A complete list of active advisors currently associated with Aviles Capital Management LLC

Warmer can help you find a great advisor at Aviles Capital Management LLC or one who fits your needs even better.

Aviles Capital Management LLC provides ongoing fee-based portfolio management under its “Comprehensive Value Portfolio Management” program to individual clients and trusts with a long-term growth objective. The firm emphasizes selection of small-, mid-, and large-cap equities alongside U.S. Treasury securities and manages client accounts on a discretionary basis. The investment approach is a value-oriented, fundamental analysis process with a focused, concentrated allocation to securities the adviser deems intrinsically undervalued; the firm may use equity options to reduce risk and, where suitable, margin to leverage positions. The brochure also notes that ETFs were recently added to the strategy and that the firm may use Treasury Inflation-Protected Securities and other Treasuries to help protect capital in volatile markets. Noteworthy features include a modest asset base (about $450,969) across a small number of client accounts (11) and explicit operational choices around execution and research: the firm recommends Interactive Brokers and discloses receiving soft-dollar research/services from that broker. The firm does not vote client proxies (clients receive and vote their own proxy materials), and the brochure discloses that the firm’s principal is involved in other non-investment businesses that are a material source of income and time.

To learn more about the advisors currently working at Aviles 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.