Our Services

 

 

Our services, which will be tailored to your specific goals and objectives, include:

 

DiNuzzo Investment Advisors Inc. is an SEC Registered Investment Advisor. Investment management fees are Fee-Only (no commissions), based on assets under management, with a household minimum of $250,000. Money management fees are further based upon the size of your portfolio and its composition, with a maximum fee of 1.0%
and a minimum fee of .25%.

 

The composition of your portfolio will be determined by your unique goals such as long-term capital appreciation, high current income, capital preservation, or tax-managed investing. Portfolio Asset Allocations are rebalanced quarterly to reflect our agreed upon strategy as detailed in your Investment Policy Statement and Asset Allocation Analysis. We provide annual meetings to review our philosophy as well as to reflect and update any material changes in your personal or financial landscape. To learn more about our unique investment style, request a complete Investment Information package.

 

Managing your investment portfolio in tandem with providing personal financial analysis and planning is the key that will allow you to achieve your most important financial and life goals. Our holistic approach includes:

 

Personal financial planning requires experience and competency across this wide range of financial disciplines as well as the interpersonal skills to understand your individual needs. Through an in-depth series of meetings we gain invaluable personal information enabling us to build a Customized Financial Plan that integrates your personal desires, objectives and resources.

We want you to understand our basic message of “diversification, discipline, and putting the client first.” We believe in disciplined intelligent investing — not emotional speculation – and look forward to sharing our passion, vision and values with you!