CUSTOMIZED INVESTMENT MANAGEMENT ACCOUNTS When you become a client at Antonetti Capital, we create a separately managed account just for you. You won’t get lumped in with other investors as you do with a mutual fund or other cookie-cutter investment strategies. Inside your customized investment management account, we select stocks, bonds and funds that reflect your goals and aspirations while managing them for minimal tax impact. As a result, you get the benefits of a professional manager with the flexibility and control you need to manage your personal tax burden. We believe that every client is unique with different goals and risk tolerance. Shouldn’t your investment account match your unique set of goals, investment objectives and risk tolerance? GLOBAL TOTAL RETURN INVESTMENT ACCOUNTS Investors who prefer to have greater diversification over their investments will appreciate Antonetti Capital’s Global Total Return investment management account. When you hire us, you’ll own a group of investments that can encompass stocks, bonds, cash, real estate and commodities, and Antonetti Capital will manage them for you. The key advantage of this account is that we structure and manage the investments for each investor to maximize capital gains, dividends and interest income. You get the professional management while retaining control over the portfolio to meet your immediate and long-term needs for growth, income or both. Contrast this to mutual funds, which lump a group of investors together. When you invest in a mutual fund, you can’t time capital gains or income and you’re at the mercy of a manager who may not meet your individual needs. As a result, you many end up with a lower net or after-tax investment return. At Antonetti Capital, we actively look for opportunities to increase your after tax return every year by harvesting capital gains and capital losses where appropriate. FIXED INCOME INVESTMENT MANAGEMENT ACCOUNTS Bonds are a part of many investors’ portfolios because they provide a reliable stream of income and may offer capital preservation. Governments, local municipalities and corporations sell bonds to borrow money from investors and promise to pay income and return the principal at a future date. At Antonetti Capital, we recommend investors invest in high-quality bonds to provide reliable income and preserve their capital. Because you own the bonds directly through your portfolio, Antonetti Capital can tailor the mix for minimum tax impact and to meet the needs of specific income goals. FINANCIAL PLANNING & ADVISING SERVICES Investors often overlook the importance of creating a meaningful financial plan. Working with an experienced financial planner can be the difference between failure and success, peace of mind over anxiety. At Antonetti Capital, we have built thousands of plans for our clients over the years. Wealth management, tax efficiency and behavioral coaching are some of the most important financial topics that investors often neglect. Have a discussion with our fee-only Certified Financial Planner. Building a relationship with us, a fiduciary who can be your financial advocate for years to come, might be one of the best financial decisions you could ever make. Why Invest With Antonetti Capital? Antonetti Capital Management does not accept any commissions for financial products or use any research that is proprietary. Our loyalties lie strictly with our clients success. When you are choosing a financial advisor, it’s important to know how that professional gets paid and that it aligns with your goals. 01 Customized Guidance Based on Your Entire Financial Picture Antonetti Capital is not tied to any particular family of funds or investment products. So whether you need help with a tax situation or managing assets at multiple places, we have the freedom to choose the investment option that’s best for you. 02 Personal Relationship To offer advice closely aligned with your goals, we must first build a strong understanding of your situation. As a result, there is a deep focus on building client relationships. 03 Simple Transparent Fees We charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives us an incentive to help grow your assets. When you succeed, we succeed. 04 Expertise to Guide You We can help investors address the variety of complex investment needs that arise when you accumulate significant wealth. 05 Protection for Your Investment We use independent custodians, such as Schwab and Fidelity, to hold and safeguard our clients’ assets. This provides a reassuring system of checks and balances – your money is not held by the same person who advises you about how to invest it. Our Investment Philosophy Our investment management philosophy is simple. The trust of a client can only be earned. That is our motivation. We operate based upon the simplest beliefs – do what’s best for our clients. Our first priority is to protect our clients’ money by staying with the spectrum of acceptable risk based on the clients specified risk tolerance. HOW IT WORKS Constructing Each Investment Portfolio is a Six-Step Process CLIENT SERVICE & PERFORMANCE REPORTING It’s All About Communication. Most of us have been frustrated by getting caught in the automated voice systems at most banks, brokerage firms or mutual fund companies. Our clients value the ability to contact us directly when they have a question. Furthermore, we will reach out to you proactively to communicate regularly whether it is a service related item or to review your latest statement or report. In addition to receiving monthly custodial statements and trade confirmations, our clients know exactly how their money is doing because we send out, via our electronic online client portal, a simple, easy to read, one-page quarterly performance report. While working hard to accurately reflect the wishes of our clients in their investment portfolios, we also strive to ensure the client is never surprised by the decisions we make or the direction that we are going. Coupled with as needed regular conversations, we establish periodic review sessions with the client to ensure that we are meeting or exceeding, their expectations. Outstanding client service is something you will come to appreciate at our firm. We are committed to open and honest communication, operational transparency and prompt replies to questions and inquiries. Our approach to client service ensures that our clients are treated the way they would like to be treated. CONTACT Get In Touch Whether you're ready to get started or just have questions, we'd love to speak with you. Call us today at 239-403-0218 for a complimentary, no-obligation consultation and let us show you what makes us different. Prefer email? Submit our form below and we'll contact you as soon as possible! SUBMIT Antonetti Capital Management Our investment management philosophy is simple. The trust of a client can only be earned. That is our motivation. We operate based upon the simplest beliefs – do what’s best for our clients. SITE Browse a page Home About Services Contact Client Portal CONTACT Get In Touch (239) 403-0218 pat@antonetticapital.com M-F: 9am-5pm Disclaimers & Disclosures: Antonetti Capital LLC is registered as a SEC investment adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by any state or the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. This website is a publication of Antonetti Capital Management. Information presented is believed to be factual and up-to-date, but we do not guarentee it’s accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgement of the authers as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are also no guarentees that a portfolio will match or outperform any particular benchmark Website Privacy Policy Client Information Privacy Designed by GreenTree Digital | Copyright 2020 Antonetti Capital Management