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Investment Management

Understanding Investment Management

Our investment manager’s job is simple: make your investments work for you. From identifying goals to constructing and adjusting your portfolio, we offer a custom, strategic approach. Questions we help you answer:

Portfolios are built using custodial accounts at firms like Schwab and TD Ameritrade. We trade for you on a discretionary or non-discretionary basis, depending on your preference.

Investment Team

We Are Fiduciaries

At Aeonvaults, your goals come first. We act in your best interest, always. Transparent fees, no commissions, and no hidden agendas. We only earn from assets under management, aligning our success with yours.

Our Investment Philosophy

We believe every investment is an active decision. Since 1987, we’ve refined our approach: build portfolios from your financial plan, do our own research, and know what we own. We avoid outsourcing, keeping fees low and understanding high.

We take full responsibility for each decision we make. You’ll always know why a position exists, the risks behind it, and how it supports your goals.

Active Management

Each investment choice is intentional and driven by your unique plan.

Transparent Fees

No referral bonuses or commissions — just clarity and fairness.

Independent Research

We do the research ourselves — no outsourcing, no added fees.