Aeom Investments, LLC

Overview

Aeom Investments, LLC is a small, independent registered investment adviser organized as an LLC that offers advisory services to individual and family clients. The firm’s practice centers on financial planning and discretionary portfolio management for a very limited client base, and it also publishes periodicals or newsletters as part of its client communications. Investment activity is tilted toward publicly traded equities, with a preference for exchange-traded exposures and use of third-party mutual funds to round out allocations. The firm does not identify as an active ESG investor. Aeom runs a lean advisory model: it combines fee-based advice (percentage of AUM) with the option of hourly, fixed, and performance-based fee arrangements. That flexibility suggests work with bespoke client situations and willingness to negotiate non-standard fee structures for individual relationships.

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Location & Offices