A complete list of active advisors currently associated with RJ Aubrey Investments Corp.

Warmer can help you find a great advisor at RJ Aubrey Investments Corp. or one who fits your needs even better.

RJ Aubrey Investments Corp. is a small, fee-only registered investment adviser that provides discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans. The firm typically establishes relationships through a client investment policy statement and ongoing management agreement rather than delivering comprehensive written financial plans. The adviser emphasizes asset allocation and long-term investing, seeking to moderate downside risk while using quantitative, fundamental and technical analysis for security selection; mutual funds, ETFs and fixed income are used to manage portfolio volatility. Accounts are generally managed on a discretionary basis with regular monitoring and at least quarterly reviews, and clients receive custodial statements and trade confirmations from a major institutional custodian. Notable distinctions for a firm of this type include accepting pension and profit-sharing plan engagements and managing portfolios for both high-net-worth and non-high-net-worth individuals—client types that are uncommon among peers—while employing percentage-of-assets fees within a fee-only model. The firm does not advise or operate private funds or charge performance-based fees, and it discloses a potential conflict of interest because the firm’s principal operates a separate marketing business that receives compensation from represented companies.

To learn more about the advisors currently working at RJ Aubrey Investments Corp., 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.