What We Provide

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.

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.