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Lower Costs Wealth Management Services

Our managed account advisory fee is below average. Moreover, our investment management has notched solid long-term returns.

Our Risk Managed Portfolio Program™  investment process seeks to mitigate reasons why investors do not do well:

  • Neglectful…lack the time…the expertise

  • Fail to build a diversified portfolio

  • Buy high & sell low, chase performance


Our investment management applies Nobel Prize investment concepts and a research driven process to build and manage a suitable diversified portfolio for you. We enhance portfolio construction and management by investing in stocks, bonds, and a broad array of ETFs. Lastly, we spend our day researching factors that impact your portfolio, and make, what we believe to be, appropriate adjustments.

It's time to put a price tag on what you’re doing. Our ongoing care and attention given to your account just might be what’s missing from your investment management.    

Contact us if you would like a free portfolio review.

Account Features:

· Model portfolio construction that can be customized 

· Experienced Portfolio Strategist

· Ongoing account supervision and management 

· Web based account information

· Account performance report

· Market and portfolio updates

· Plan-To-Enjoy Life financial and retirement planning charge for clients!

Prior performance is no guarantee of future results and there can be no assurance and clients should not assume, that future results will equal past performance. Investments in ETFs, individual securities including RMP model portfolios involve the risk of investment losses as well as potential for gain. Short term results may not be indicative of future returns or volatility each model strategy will generate over a long time period. Risk Management process includes an effort to monitor and manage risk, but should not be confused with and does not imply low risk or the ability to control risk. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corp. or any other government agency.  Although a money market fund seeks to preserve the value of your investments at $1.00 per share, it is possible to lose money by investing in the fund. Before making a decision to participate in the Aspetuck Financial' s RMP - Risk Managed Portfolio Program, you should read the firm's Brochure (ADV Part 2A), which provides additional information relevant to your decision. Prospectus contains more complete fees and expense information and should be read carefully before you invest. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. . There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment  strategies   recommended  will be profitable.  Different types of investments involve varying degrees of risk, & there can be no assurance that any specific investment or investment strategy will suitable for a client’s or prospective client’s investment portfolio.  Securities offered through Charles Schwab & Co. Inc., a registered broker-dealer – Member FINRA/SIPC. Aspetuck Financial is not affiliated with Charles Schwab & Co. Inc.

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