AETERNITAS INVESTMENT MANAGEMENT, LLC

Overview

Aeternitas Investment Management, LLC operates as a small, owner-run advisory boutique that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and tilts its strategy toward publicly traded equities. Its stated client base centers on individuals and families rather than institutions, and the firm does not position itself as an active ESG investor or a multi-state adviser. A law firm affiliation is noted among its industry connections, which can shape the firm’s client mix and referral sources. Investment activity is concentrated in discretionary portfolio management, with the firm allocating the bulk of client capital to exchange-traded equities and complementing those positions with mutual funds and separately managed account structures. Aeternitas Investment Management, LLC does not report being a capital allocator to external private fund managers, and it does not advertise pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives

Location & Offices