Investing is a science. It takes skill, research, and a track record of investing to know the signs of future performance.

With twenty-six years in the securities investment business, Koenig Investment Advisory offers fee-only investment management for both business clients and private investors.

Over the past seven years, our long-term clients with accounts of $250,000 or more in assets have experienced positive account growth averaging 73%—compared with only a 30% gain during the same time period for the S&P 500, a benchmark for the US stock market.

What makes this possible? The key to making good investment decisions is research, analysis, and appropriate asset allocation. Koenig Investment Advisory subscribes to a variety of major research resources with access to many more through our strategic alliance with Fidelity Investments. We couple research with detailed analysis considering factors such as asset class valuations, sector trends, and key factors driving growth prior to selecting any investment.

Research shows that investors who use professional investment advice enjoy greater returns than those who go it alone. Are you looking for an independent investment advisor? Let us show you how to make the most of your investment options.

Performance Excellence

Our track record is sound. Over the past seven years, our clients have enjoyed account growth substantially higher than the S&P 500 experienced over the same period.
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Professional Integrity

We act with a strong sense of personal accountability to our clients. We do not earn any commissions on the investments we utilize. This allows us to choose the best possible investments for you without being constrained by commission concerns.
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Long-Term Relationships

You will enjoy a one-on-one relationship with a principal of our firm through regular, ongoing interactions. We are a small boutique firm that delivers proven asset allocation strategies, personal service, and above-average returns.
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