Chart A Course For Successful Investing with Antonetti Capital We can help you create the best investment plan for your level of income, stage of life, and future financial goals. As fee only investment advisors, we provide professional advice in addition to personalized and friendly service. Each quarter we show you comparisons of how your investments performed with us compared to other investment strategies allowing you to make better decisions for your future investments. GET STARTED We Manage Investments for Every Situation For almost three decades, Pat Antonetti and his team have partnered with clients in developing investment strategies that support their unique goals. APPROACH Our investment management approach is straightforward and powerful: * Establish a clear understanding of your investment objectives, time horizon and risk tolerance. * Build an overall macroeconomic outlook that drives investment asset allocation. * Select and adjust the appropriate investment allocation. * Determine how much to invest in each selected asset class (stocks, bonds, real estate, commodities & cash). * Identify and select the best securities within each asset class. * Ongoing investment management & quarterly review meetings. SERVICES Investment Philosophy & Strategies Our investment philosophy is to choose investments and implement strategies that are clear and concise. We stay away from complicated financial products that can be more expensive and less likely to accomplish your goals. CUSTOMIZED INVESTMENT MANAGEMENT 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. GLOBAL TOTAL RETURN INVESTMENT 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. FIXED INCOME INVESTMENT ACCOUNTS We recommend Fixed Income 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. Learn More 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