Business Details
16 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Aries Investment Advisors, we are committed to delivering independent, objective financial guidance tailored to each client's unique needs. Founded in 2010, our firm builds upon decades of combined experience in wealth management, with a focus on risk-adjusted returns, capital preservation, and income generation. Our consultative approach examines every aspect of clients' financial lives, ensuring comprehensive strategies aligned with their long-term goals. We utilize a structured four-step process to develop personalized asset allocations, leveraging ETFs and expert security selection to create diversified portfolios. Backed by Fidelity Institutional Wealth Services, we combine boutique-level service with institutional resources.Our team, led by Managing Director Emmanuel Tsantes, CFA, adheres to the highest ethical standards while prioritizing tax efficiency and low investment expenses. We specialize in retirement planning, helping clients determine their 'retirement number' through detailed income evaluations. With a minimum five-to-seven-year investment horizon, we aim to outperform the Russell 3000 over full market cycles. Our transparent communication ensures continuous portfolio monitoring and adjustment as life circumstances evolve. As fiduciaries, we place clients' interests above all else, maintaining independence from product provider influences.
Services
Asset Management
Financial Planning
Retirement Evaluation
Education Funding
Portfolio Management
Details
- Year established: 2010
Highlights and features
- We are Independent Registered Investment Advisors with no product sales conflicts
- Our team includes a Chartered Financial Analyst (CFA) charterholder since 2005
- We implement a structured four-step investment process with continuous monitoring
- We utilize tax-efficient strategies with low investment expense ratios
- We maintain full transparency through regular client communication and reporting
Associations and certifications
- CFA Institute
- Fidelity Institutional Wealth Services
Services
Asset Management
We create customized investment portfolios using ETFs and individual securities. Our approach focuses on risk-adjusted returns while maintaining tax efficiency. Each portfolio is built through a four-step process that considers clients' specific financial goals and risk tolerance. We continuously monitor and adjust investments to maintain alignment with long-term objectives.
Financial Planning
Our comprehensive financial planning examines all aspects of clients' financial lives. We develop strategies for capital preservation, income generation, and long-term wealth growth. The process includes assessing liquidity needs, time horizons, and special circumstances to create tailored financial roadmaps that evolve with clients' changing life circumstances.
Retirement Evaluation
We help clients determine their 'retirement number' through detailed income and expense forecasting. Our evaluation identifies potential shortfalls and creates strategies to ensure financial security throughout retirement. We focus on preventing asset depletion while maintaining clients' desired standard of living over their lifetime.
Education Funding
We develop specialized savings strategies for education expenses. Our approach balances growth potential with risk management to meet specific education funding timelines. We incorporate tax-advantaged vehicles and flexible withdrawal strategies to accommodate changing educational needs.
Portfolio Management
Our active portfolio management combines strategic asset allocation with expert security selection. We emphasize low turnover, cost efficiency, and tax optimization in managing investments. Regular performance reviews ensure portfolios remain aligned with clients' evolving financial objectives and market conditions.
People
Emmanuel Tsantes
Managing Director, Financial Advisor
CFA charterholder with over 30 years of experience in financial services. Founded Aries Investment Advisors in 2010 after leadership roles at Raymond James and Fidelity. Specializes in creating long-term investment strategies tailored to individual risk profiles.
Questions
What investment approach does Aries use?
We use a four-step process focusing on risk-adjusted returns, capital preservation, and income generation. Our approach combines ETFs with individual security selection to create diversified portfolios tailored to each client's risk tolerance.
How do you help with retirement planning?
We determine your 'retirement number' through detailed income and expense forecasting. Our strategies ensure financial security throughout retirement while preventing asset depletion and maintaining your desired lifestyle.
What makes Aries different from other advisors?
As Independent Registered Investment Advisors, we have no product sales conflicts. Our team includes a CFA charterholder with decades of experience, and we maintain full transparency through regular client communication.
How are portfolios managed?
Portfolios are actively managed with strategic asset allocation and expert security selection. We emphasize tax efficiency, cost control, and regular performance reviews to maintain alignment with financial objectives.
What services do you offer?
We provide asset management, financial planning, retirement evaluation, education funding strategies, and portfolio management services tailored to individual financial goals and risk profiles.
