Asset & Retirement Investment Associates, LLC (ARIA) provides investment advisory services to high net worth clients, trusts, estates, pension and profit sharing plans and other accounts typically from $1,000,000 and up. Accounts are generally managed on a discretionary basis.

Account management is based on customized model portfolios. We aim to adjust our models to the client's stated objectives i.e. capital appreciation, growth, income or growth and income. Although we do use a wide range of no load and no transaction fee mutual funds, and in some cases separate accounts, most accounts are managed using individual stocks, bonds and related investment products.

One of our areas of expertise is working with larger retirement accounts, especially rollovers from TIAA-CREF. Mrs. Abildsoe, our Managing Member, has recently co-authored a book, Understanding TIAA-CREF published by Oxford University Press in March, 2001.

We work with clients on a personal basis and look to provide a traditional asset management service for larger accounts with the emphasis on investment, not trading.

ARIA is located in Guilford, Connecticut. We use Fidelity Registered Investment Advisor Group (FRIAG) as our account custodian. ARIA feels that Fidelity not only provides the best access to an extensive range of investment products for Registered Investment Advisors, but also excellent on-line account access for clients.