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Investment Services

A Comprehensive and Consultative Approach

Our goal is to understand each client's overall financial picture. We will review any company retirement plan investments and accounts that may be held by other providers so that we can recommend an asset allocation strategy that complements your other financial assets. Because we build individual portfolios, we can construct a customized portfolio to meet your specific needs and goals.

 

How We Manage Portfolios Equity Investments Fixed Income Investments

Robert G. (Bob) Fontana, CFA
Robert G. (Bob) Fontana, CFA