Aes Triplex

Aes Triplex LLC offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The registered investment advisor creates a personalized investment policy statement for every client, guiding decisions around asset allocation, asset selection, and risk management. Aes Triplex primarily invests in publicly listed equities, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and commodities. The firm operates with the authority to make trades on behalf of clients without prior consultation, ensuring investments align with each client's established strategy and objectives. In addition to investment management, the principal owner participates in real estate activities, which may present conflicts of interest managed through a commitment to acting in the client's best interest. Aes Triplex has no account minimums and requires client accounts to be held at Charles Schwab & Co.