investment management

Investment Management

We believe it is important that your investments reflect who you are and where you are headed. Our independent investment management platform allows us to tailor a portfolio to your personal needs and can include individual stocks and bonds, ETFs, mutual funds, and alternative investments.

Suggested Reading From Our Blog

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Finance Shminance: Commodities

Host Adam Austin and portfolio manager Nick Rossolillo talk about…
Concinnus Financial
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Finance Shminance August 10, 2016 - Economic Indicators

Host Adam Austin and Concinnus Financial lead portfolio manager…
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The Invention of (and Fallout From) the 30-Year Mortgage

“Some debts are fun when you are acquiring them, but none are…