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Services

Koenig Investment Advisory equips you with the best advice possible, giving you customized annual 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
Comprehensive financial plans
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

When implementing investment solutions, we focus on maximizing inflation adjusted returns, while minimizing down-side risks. Whether your goal is growing your portfolio or providing income in retirement, we consider your risk tolerance, time horizon, liquidity needs, and current market conditions when crafting a custom-tailored portfolio to meet your needs. We use a team-based service model that allows us to draw on the unique skill set of each member of our firm. With combined industry experience of over 50 years, Koenig Investment Advisory provides clients access to unparalleled advice and service. All members of our team are licensed advisors, with Jeff having achieved his CERTIFIED FINANCIAL PLANNER^TMcertification.

Our office is happy to provide a free, no obligation review of your current accounts. Topics covered would include composition of accounts, portfolio risk, yield, and fees charged, in addition to any areas of particular interest to you. Fee analysis includes management fees, commissions and trailers, as well as asset expense ratios.

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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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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Fee Schedule

View Koenig Investment Advisory’s fee schedule.
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Koenig Investment Advisory, LLC is a registered investment advisor with the SEC. Advisory firms with five or fewer client households are exempt from registration in such states. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.