ALES29 Advisors, Inc

The firm provides discretionary portfolio management services to individual and high‑net‑worth clients, preparing an Investment Policy Statement and tailoring asset allocation, security selection, and ongoing monitoring to each client’s goals, time horizon, and risk tolerance. It generally advises on equities and fixed‑income securities and may use model allocations together with individualized recommendations.

The adviser’s investment process emphasizes a fundamental value strategy augmented by modern portfolio theory, quantitative analysis, and technical analysis, and it describes a long‑term trading orientation for implementing portfolios. Client objectives and restrictions are documented in the Investment Policy Statement, and the firm typically operates with discretionary trading authority to implement those plans.

Operational features that distinguish the firm include a requirement that clients use Fidelity Brokerage Services LLC for custody and execution, a stated policy of not aggregating or block trading orders across multiple client accounts, and disclosure that it may receive research or other “soft‑dollar” benefits from custodians, which can create potential conflicts of interest. The firm also serves a very small number of clients while overseeing a meaningful amount of assets, suggesting relatively concentrated adviser–client relationships.