OUR FIRMA boutique firm.
A personal
commitment.
Financial advice begins
with a relationship.
Aldebaran Capital works with individuals and families in New Orleans, combining investment management and financial planning with direct access to an adviser.
Our purpose is straightforward: to understand your circumstances and help you make informed decisions about your financial life.
OUR POINT OF VIEWUnderstand what matters to you.
Keep it at the center of our advice.
WHAT WE BELIEVECare is in the details.
Decisions about investments are connected to the rest of your life. We take time to understand your objectives, responsibilities, and priorities.
Understand the whole picture.
You should understand the advice you receive and feel comfortable asking questions. We value direct conversation and a personal relationship.
Keep the conversation clear.
Our fiduciary responsibility guides how we serve clients. We consider recommendations in the context of your individual circumstances.
Put your interests at the center.
YOUR RELATIONSHIP WITH THE FIRM
Eleonore Fisher
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Eleonore leads Aldebaran Capital as managing partner and chief compliance officer. Her responsibilities join the firm’s client relationships with a commitment to thoughtful, responsible advice.
Steven Jacobson
PORTFOLIO MANAGER
Steven brings decades of investment experience and a passion for giving advice that reflects his clients’ unique dreams and goals.
Our first conversation is an opportunity to ask about the firm, discuss your financial priorities, and decide whether working together feels right.
MAKE AN INFORMED DECISIONKnow the firm.
Understand the
relationship.
Review the documents that explain our services, fees, business practices, and privacy policy.
A brief guide to our client relationshipService, fees, and business practicesHow the firm handles client informationTHE FIRST STEPA good conversation.
A thoughtful beginning.
Tell us what matters to you.
We’ll start by listening.