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?