About Us

Aerie Capital Management is an independent, fee-only registered investment advisor. We provide professional portfolio management services to individuals, families, businesses, and foundations.  In addition, we provide financial planning services.  We are fiduciaries and must act in the best interests of our clients.  We sell no products and we accept no commissions.  We can offer access to experts in life insurance, disability insurance, estate planning and accounting upon request or need.

Fiduciary   /fəˈd(y)o͞oSHēˌerē/

(adj) involving trust, especially with regard to the relationship between a trustee and a beneficiary.  (noun) 1. a trustee.  Essentially, a fiduciary is a person or organization that owes to another the duties of good faith and trust.  A fiduciary must do what is in the best interest of his or her clients.

What Makes Us Different

  • Equality - A person's value is not measured by the size of their account or their net worth.

  • No minimums - We believe everyone deserves the right to talk to and receive help from a professional investment advisor.
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  • Integrity - We will be truthful with you and act only in your best interests.
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  • Personalized Approach - No "cookie cutter" models.  Each portfolio is unique to you and your needs.
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  • Transparency - You should understand what you are paying for and what you are getting in return.
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  • Risk Management - We strictly control the risk we take in order to minimize the risk of loss from any one investment. 
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