Aldebaran Financial Inc

Aldebaran Financial Inc. is a registered investment adviser established in 1991, specializing in providing custom investment advice and supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. Portfolios are tailored to meet specific client needs, utilizing various investment vehicles such as stocks, funds, bonds, and options. The firm manages over $198 million under a discretionary basis as of December 2024. Aldebaran also offers consulting services with negotiable fees. The basic fee schedule is 0.75% annually of managed assets, subject to negotiation based on account mix and client relationship. Fees are billed quarterly and can be paid directly or debited from client accounts. Aldebaran does not charge performance-based fees and serves a range of clients, including high net worth individuals and institutions. The firm's investment strategies involve fundamental and technical analysis, with a focus on strategic asset allocation and global diversification to manage risks. Clients have the right to restrict investments in their accounts. Aldebaran Financial Inc. acts as a fiduciary, providing a Code of Ethics that emphasizes transparency, compliance, and client interests. The firm also offers proxy voting services and maintains a disciplined approach to account reviews and custody practices. Aldebaran Financial Inc. has a team of experienced professionals, including Peter Raber, President, and Chief Executive Officer, who oversees the firm's operations and client relationships.