INVESTING WITH BONFANTI INVESTMENTS, LLC

Most of our clients come to us because they have reached a point in their lives that they would prefer have someone who invests money for a living managing their accounts. For us, we feel the best way to make sure our goals are aligned in that relationship is through fee-based asset management.

Fee-based asset management allows you and Bonfanti Investment Services to share a common goal—to grow the value of your assets. Anyone you entrust your investments with should be considering your timeframe, risk tolerance, goals and expectations.

A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of the account.

Ask your current advisor how they are compensated today and let us know if it is this simple.




Schedule a Review of Your Current Plan


If you have reached a point where you would prefer work with a professional, please contact us for more information or to schedule a review. Together, we can explore how to make the opportunities of today’s market continue to work for your tomorrow.


What Can You Expect From Us?

INVESTMENT EDUCATION

Whether you have been investing for 50 years or are looking to get started, we will make sure you understand the who, what, why and how of your investment portfolio.

SEMI-ANNUAL REVIEW MEETINGS

One of the number one complaints we hear from our clients about their previous advisors is that once the money had been invested, they would never hear from them again. We guarantee that we will proactively reach out to you to meet on a regular basis to answer questions and make sure you understand what is happening with your investments.

ONGOING MONITORING ACCOUNTS

It may sound simple and it certainly should be expected. Similar to not hearing from their advisor, our clients also worried about a lack of monitoring by previous advisors. What makes for a good investment today may not remain a good investment five years from now. We will make sure your investments are consistent with your timeframe, risk tolerance, goals and expectations.

REVIEW OF TAX HARVESTING OPPORTUNITIES

How much you make is important, but what’s more important is how much you keep. By offsetting gains with losses that would otherwise go unrealized, you can help lower your tax liability and that may materially enhance an account’s after tax performance.

REBALANCING/ REALLOCATION CONSIDERATIONS

As time goes on, a portfolio’s current asset allocation can move away from an your original target asset allocation. If left un-adjusted, the portfolio could either become too risky, or too conservative. The goal of rebalancing is to move the current asset allocation back in line to the originally planned asset allocation.

Schedule a review of your investment portfolio today

During this meeting you can expect to gain a better understanding of your current investment performance as well as insights on investment strategies and opportunities that may be available in your portfolio. We encourage you to bring your most recent statements and any questions you have for us.