>> David Ciano, Vice President of Investment Services
>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder
>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
The goal of our investment advisory services is to help clients build and protect personal wealth by utilizing detailed, systematic investment strategies. We’ll help you develop a personalized plan that we benchmark and review overtime to ensure that your goals remain on track.
We can provide you with a comprehensive range of professional investment management services, including:
>> Asset Allocation Modeling
>> Institutional Asset Management
>> Fixed Income Strategies
>> Alternative Investments
>> Mutual Fund and ETF Portfolio Solutions
>> Ongoing Monitoring and Comprehensive Reporting
Please note, securities involve risk, and there is no assurance that they will achieve their investment objectives. Past performance does not guarantee future results.