Poulos, Ernest, D.

Overview

Ernest D. Poulos operates a small, equity-focused advisory practice organized as a sole proprietorship that provides portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family accounts and the stated fee model combines a percentage-of-AUM structure with performance-based fees. Filings indicate a clear investment preference for exchange-traded equities, suggesting the adviser constructs client portfolios predominantly with publicly traded stocks and ETFs rather than relying on fixed income or private market allocations. The adviser is not flagged as an active ESG investor and does not present as a multi-state or pension consultant practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices