Aldemar Research Corporation

Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, creating individual Investment Policy Statements and ongoing monitoring. The firm typically advises on mutual funds, equities, fixed income, exchange‑traded funds (including precious‑metals ETFs), TIPS and non‑U.S. securities.

The firm implements a long‑term trading approach and offers both discretionary and non‑discretionary services, with quarterly reviews and reports delivered by custodians. Investment decisions draw on a mix of methods—fundamental, technical and charting analysis, quantitative models, and modern portfolio theory—to set asset allocation and select securities in line with documented risk tolerance.

Noteworthy for a firm of its size, a principal maintains outside insurance and broker‑dealer relationships and the firm discloses that supervised persons may receive commissions or other third‑party compensation for product sales, which the firm documents as potential conflicts of interest. The firm manages client assets in‑house (does not select third‑party sub‑advisers), does not participate in wrap fee programs, and may receive research or other soft‑dollar benefits while recommending custodians such as Interactive Brokers, Schwab Institutional and COR Clearing.