Skip To Content

Aitken and Associates

Private Wealth Advisors

PONTE VEDRA BEACH

510 HWY A1A NORTH

PONTE VEDRA BEACH, FL 32082

904.273.3837

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

Team

About us

Aitken and Associates

Aitken & Associates delivers the intimacy of a boutique with the resources and opportunities of a global institution. We provide clients with privileged access normally reserved for the largest institutional investors in the world. Substantial wealth is different and more complex, therefore, it deserves substantially different care.

Our Difference

As a team within the Private Banking & Investment Group at Merrill Lynch we offer an unusual combination of intimacy and ability. We foster a boutique atmosphere catering to client needs in a personal and highly attentive manner. Within this small scale environment, however, we draw upon the global capabilities and proven competencies of Bank of America Merrill Lynch, one of the world’s largest financial firms. Clients benefit from our extensive skill set both on a local level and on a firm wide basis. We are actively involved in key client communications from performance reports to asset allocation models and manager searches. By generating these core deliverables ourselves we are highly attuned to the issues, concerns and opportunities that are most pressing to clients.

Clients come and stay with Aitken & Associates for three reasons with the first being our experience. Our team is headed by award winning industry veterans who draw upon decades of practical knowledge. Our intellectual capital, judgment and insight are directly responsible for our competitive advantage. The second reason is our focus. We do not dabble in high net worth issues or institutional consulting. We focus exclusively on the complexities and nuances that accompany substantial wealth and institutional mandates. The third reason is our service model. Our team is guided by exceptional client service. We realize that service is the linchpin of our offerings supported by values of integrity, confidentiality and dedication.

Our Investments

Several things distinguish Aitken & Associates and our firm, from our competitors including:

Experience – This is an economic environment where we believe experience matters most. One of the things that differentiates us most from our peers is that client relationships are directly managed by our team leaders which helps ensure our best thinking, consistency and implementation of advice.

Objective Advice – We have always embraced open architecture methods of investing and objective offerings. We focus on finding the best possible strategies for clients including passive and active investment managers as well as alternative investment strategies when appropriate.

“The trend is abundantly clear when you look at the 40 largest wealth management firms...virtually all of them we found have built open architecture platforms in various shapes and sizes. Most offer both proprietary and third party investments; Merrill Lynch Global Wealth Management has no internal products and offers the purest form of open architecture.”

Flexibility and a Customized Approach – We focus in customized strategies and portfolio implementations unique to specific objectives, circumstances and risk tolerances. We work with you to develop an appropriate overall plan focusing on issues such as short and long term risk tolerance and time horizon.

Exclusive Access to Unique Managers – We have developed deep and long standing relationships with many of the industry’s top investment managers. We can provide 'first in line' access to managers and have negotiated extremely competitive fees for clients.

Our Range of Offerings

At Aitken & Associates we seek to address the full range of financial issues that clients encounter. We see prudent investment management as a central tenet of our services. Clients come to us with substantial resources; we embrace wealth preservation and financial continuity as core objectives. We apply our knowledge of investment markets and our skill in portfolio management to pursue controlled growth through an open architecture platform that emphasizes capital preservation through rigorous risk management and diversification. The scale of client resources enables us to apply an institutional framework to investment management promoting advantageous access and pricing while observing the rigor of institutional policy and process.

Our services and strategies extend beyond investment management. Our team is skilled in addressing the range of financial issues that accompany significant wealth. Many of our individual clients undergo liquidity events; we are well versed in navigating the complexities of concentrated and restricted stock management and pre and post IPO planning. We understand the importance of intergenerational stewardship of wealth. We counsel successive generations on estate planning strategies, tax effective wealth structuring, philanthropy and financial literacy. We measure our success not only in quantitative terms, but on the qualitative value we deliver to client families, their businesses and their communities.

We understand the importance of seamless service. We not only perform investment management searches, asset allocation studies and manager due diligence, but also review investment policy statements, perform audits, prepare performance reports, promote institutional continuity and facilitate financial education. We look to streamline clients’ financial operations so that they can focus on the central mission that defines their purpose and inspires their work.

Regular portfolio monitoring reveals both risks and opportunities. We evaluate the performance of your holdings against the markets and recommend adjustments as market conditions as well as your goals and objectives evolve.

Simplified reporting and regular communications about your investments are an important part of our relationship. Our Group uses a number of different reporting tools including Wealth Bench to communicate with you regarding your portfolio’s performance.

  • Systematic performance and strategy reviews
  • Monthly customized statements that offer a clear comprehensive picture of portfolio activity
  • Quarterly reports that summarize your portfolio’s performance
  • Annual statements for tax reporting and year-end investment planning
  • Our Client Group

    High net worth clients have sophisticated and complex lives. They rely upon us to simplify their lives. This does not only apply to investments it includes legacy planning, philanthropic giving, estate and trusts planning services and tax management. Given this we believe clients benefit from our individual attention and customized strategies that are based upon your financial vision, your values and what is critically important to you and your family.

    Clients are frequently:

  • CEO’s and C-Suite executives of publicly traded companies
  • Professional Investors (fund managers, investment bankers, family office CIO’s, PE Partners
  • Private business owners and Entrepreneurs
  • Professional Athletes
  • Commercial Real Estate Owners/Executives
  • Family Foundations, Non-Profits, and other Institutions
  • Meet the team

    Back to team

    Christopher C. Aitken

    Managing Director - Wealth Management

    Private Wealth Advisor

    904.273.3837

    904.273.3837

    christopher_aitken@ml.com

    Add to address book

    Read Bio

    Ken Tonning

    Vice President

    Private Wealth Advisor

    904.273.3834

    904.273.3834

    ken_tonning@ml.com

    Add to address book

    Read Bio

    Ian Aguilar

    Private Wealth Analyst Investments

    904.273.3845

    904.273.3845

    ian.aguilar@ml.com

    Add to address book

    Read Bio

    David Ly

    Private Wealth Analyst Investments

    904.273.3844

    904.273.3844

    david_ly@ml.com

    Add to address book

    Read Bio


    View all profiles

    Awards

    Latest Thinking


    Back to overview

    Meet the team

    Christopher C. Aitken

    Managing Director - Wealth Management

    Private Wealth Advisor

    904.273.3837

    904.273.3837

    christopher_aitken@ml.com

    Add to address book

    Read Bio

    Ken Tonning

    Vice President

    Private Wealth Advisor

    904.273.3834

    904.273.3834

    ken_tonning@ml.com

    Add to address book

    Read Bio

    Ian Aguilar

    Private Wealth Analyst Investments

    904.273.3845

    904.273.3845

    ian.aguilar@ml.com

    Add to address book

    Read Bio

    David Ly

    Private Wealth Analyst Investments

    904.273.3844

    904.273.3844

    david_ly@ml.com

    Add to address book

    Read Bio