Aberle Investment Management LLC

Overview

Aberle Investment Management LLC is an independent, single-office RIA that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm runs an equity-first approach: exchange-traded equities are the core allocation and are used as the primary building blocks for client portfolios. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Investment activity centers on separately managed equity exposure and liquid public securities rather than broad private-market allocation. The adviser does not position itself as a multi-state or pension consultant and does not identify as an active ESG investor in filings. Custody and trade execution are routed through major retail custodians, which is consistent with a focus on market-traded equities and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices