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
- 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 PLANNERTM certification.
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.
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.