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Research-Driven Process

Utilize the latest technology and multiple research methods to identify opportunities that aim to generate alpha

AETOLIA CAPITAL

We are a registered investment advisor based in Delaware. Our approach combines a research-intensive environment with a commitment to our clients to provide the most relevant information and the creation of unique portfolios to enhance their objectives. We work closely with individuals, families, and institutions. 

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We begin by listening and then constructing a plan with our clients. Once that is in place we adapt the appropriate strategies that will enhance their risk-adjusted returns. We provide continuous research and assist our clients in feeling comfortable and knowledgeable about every position in their portfolio. Communication is a major part of our process as we are confident in the strategies we create for our clients.

 STRATEGIC PLAN

financial plan

Strategic Investment Portfolio

latest technology

Contact

Contact Us

For any inquiries, please call or email us:

4 Raphael Rd.

Hockessin, DE 19707

1-302-543-4446

info@aetoliacapital.com

Alternatively:

You may send us a message below:

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4 Raphael Rd. Hockessin, DE 19707

info@aetoliacapital.com  |   302-543-4446

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    © 2023 AETOLIA CAPITAL LLC

    Disclaimer


    Aetolia Capital, LLC (“Aetolia”) is a Registered Investment Advisor ("RIA") registered with and resident of the State of Delaware. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.  Aetolia renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

    This web site is intended to provide general information about Aetolia. It is not intended to offer investment advice, or to offer or recommend the purchase or sale of any securities or investment product.  Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement, and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to inform the reader about our investment philosophy, our strategies and to be able to contact us for further information.  You should not rely on any information provided on our web site in making investment decisions.

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    Form ADV 2A   Form ADV 2B

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