Asset Management relates to the monitoring and active management of investment assets. Through asset management, our portfolio specialists identify a balanced portfolio using a variety of asset classes. The asset allocation creates a diversified portfolio producing non-correlating returns between asset classes which reduce risk and enhancing performance.

While, financial planning allows us to help our client’s analyze their financial situation and develop a plan to meet their goals; an asset management client is beyond the basics of financial planning and may require specific investment strategies using any combination of the following:

At Aventine Investment Services, we understand that no two clients are alike, so each investment strategy is customized to meet our client’s individual requirements. 

Aventine Investment Services is an independent Registered Investment Advisory firm. We provide written financial advice and/or investment management on a fee-only basis. As an independent advisory firm we do not maintain proprietary products. Our written financial plans are self-contained which offers our clients the option of implementing their financial strategies directly with an Aventine advisor, or on their own