Services
Koenig Investment Advisory equips you with the best advice possible, giving you customized quarterly statements outlining the performance of each portfolio as compared with industry benchmarks.
What We Can Do for You
- Fee-based investment management
- Investment review and counseling
- Financial and investment planning
- Custom retirement and distribution planning
- College education planning
- Investment performance calculation and reporting
- Estate trust planning
Investment Products
- Mutual fund investments
- Individual stock investments
- Exchange-traded funds (ETFs)
- Master limited partnerships (MLPs)
- Individual bonds
Koenig Investment Advisory is a FINRA Registered Investment Advisor. National Financial Services (NFS), a wholly owned subsidiary of Fidelity Investments, acts as custodian for all of our clients’ assets. NFS executes the trades and prepares monthly statements for each client.
Businesses
Whether you’re a sole proprietor, partnership, LLC, S corporation, or nonprofit, you have many tax-saving options that allow you to save for retirement.
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Employer-Directed Funds
By their very nature, employee-directed funds have fewer restrictions on investment options. Employee-directed funds are available directly to qualified individuals covered under SEP or SARSEP plans or simple IRAs.
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Employee-Directed Funds
Under employer-directed plans, we work closely with company administration to establish the plan, set guidelines, and select from a defined set of investment options.
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High Net Worth Individuals
Koenig Investment Advisory will get you on track to achieving your goals, whether your objectives are financial independence, retirement, college for your children or grandchildren, or disciplined asset building.
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Account Comparison
View a comparison of Savings/Checking and Brokerage accounts.
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