Aventine Investment Services is an independent Registered Investment Advisory firm. We serve our clients by providing written financial advice and/or investment management on a fee-only basis.

As an independent advisory firm we do not maintain proprietary products, so our clients are assured that they are always receiving the highest quality advice possible.  Our written financial plans are self-contained and our clients have the option of implementing their financial strategies directly with an Aventine advisor or on their own.

Clients that choose to implement their financial strategies with Aventine Investment Services will have access to investments through Charles Schwab Institutional, one of the leading names in the financial services industry. 

*When providing risk management recommendations, which may include funding buy-sell agreements, Aventine can provide insurance and annuity products through our independent broker/dealer, Purshe Kaplan Sterling Investments. Again, once the recommendation is provided, our clients can implement their needs directly with Aventine or through an existing relationship.