The first and most important step in asset management is preparing your personal investment policy statement. We will develop a customized asset allocation strategy appropriate for your unique needs after an in-depth discussion of your financial goals and objectives. We provide proactive, strategic, long term investment guidance within the guidelines of your financial and estate planning needs.
The advisors at Monte Financial Group will manage your custom portfolio blending with asset managers in our Managed Account Group, if needed. Our lead portfolio manager, Bob Monte, has over 30 years of experience in asset management. Our Managed Account Group consists of unaffiliated independent managers that we hand pick to further diversify client’s assets beyond our own strategies.