Dynamic Planning for a Changing World
Personalized Strategies Designed with Your Goals in Mind
WHY AERIE?
Aerie combines institutional portfolio construction and comprehensive wealth management with the nimble, objective and collaborative decision-making process that we use at Aerie
Putting your family first
Holistic Management of Wealth and Legacy
Investment Advice and Portfolio Management
Customized investment solutions that focus on disciplined construction, risk reduction, and tax-aware strategies.
Comprehensive Wealth Management
We deliver end-to-end financial management solutions that address assets, liabilities, and liquidity. By coordinating with estate, tax, and insurance advisors, we help you achieve holistic financial alignment.
Family Office Services
A full suite of family office services to ensure seamless management of financial and administrative responsibilities.
INVESTMENT PHILOSOPHY
Aerie does not view asset allocation, portfolio construction, and risk management as distinct functions – rather, they are intricately joined.
A Model Built on Trust, Transparency, and Continuity
Integrity and trust guide our approach, striving to achieve clarity and continuity for the future
Unconflicted
We have a true advisory model free of proprietary product or hidden fees. As a result, we are able to make recommendations and review results with your best interests as our priority.
Aligned
We are fiduciaries for our clients and required to put our clients’ interests ahead of our own.
Purpose Driven
Pursuing B Corp to codify purpose to create benefit for all stakeholders, not just shareholders. Committed to positively impacting: our employees, our communities, and our clients.