AEM ASSET MANAGEMENT, LLC

Overview

AEM Asset Management, LLC is an independent registered investment adviser that runs a lean, equity-focused practice. The firm builds portfolios primarily for individuals, families and a limited number of institutional or small-business clients, combining financial planning with discretionary portfolio management. Since its SEC registration in 2020, AEM has shown a clear preference for exchange-traded equities and ETF strategies as the core of its allocations, while supplementing equity exposure with mutual funds and targeted real estate/REIT positions for income and diversification. AEM does not position itself as an active ESG investor and does not operate as a capital allocator or related adviser.

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Location & Offices