Domani Advisors

SEC-regulated
Registered investment advisor
American Alpha Advisors, LLC, operating as Domani Advisors, offers ongoing Investment Management and Reporting Services to Clients through its wrap fee program. The firm creates Investment Policy Statements tailored to each Client's goals, risk tolerance, and time horizon. Clients can grant discretionary authority for securities selection and transactions. Domani Advisors may recommend rollovers to IRAs managed by the firm, charging asset-based fees. The firm acts as a fiduciary under the Investment Advisers Act of 1940 and ERISA. Fees are tiered based on Assets Under Management, billed monthly in arrears. Schwab provides brokerage services, and fees paid to Domani Advisors cover these services. The firm primarily invests in mutual funds, ETFs, REITs, bonds, stocks, and options. Domani Advisors uses Fundamental, Quantitative, Technical, and Cyclical analysis methods. Investment strategies include long-term trading, short sales, option trading, and margin. Clients are informed about risks, including market, liquidity, and interest rate risks. The firm does not accept performance-based fees and discloses conflicts of interest. Domani Advisors does not compensate non-advisory personnel for client referrals and maintains a Code of Ethics. Clients receive regular reports and have access to portfolio managers. The firm has no financial conditions impairing its ability to meet contractual commitments. No bankruptcy petitions have been filed in the past ten years. For more information, contact Sam Haddad at (917) 810-5530 or [email protected].
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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