Our asset management advisors Deliver on the Promise of helping you make sound financial decisions.

The key to sustained financial growth is proper asset allocation. It is a proven fact that over time, 96 percent of an investment's growth is attributable to diversification through proper asset allocation.

We offer three distinct asset allocation platforms to best meet your individual needs. Whether you are looking to choose from a variety of mutual funds, individual stocks and bonds or our extensive list of private money managers, we design an asset management strategy to meet your needs.

Check the background of your financial professional on FINRA’s BrokerCheck.

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Skoda Minotti Financial Services is Independent of ProEquities, Inc.

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Questions? Contact Us:

Latest Blogs

Sign up to receive our latest blog, newsletters and events.

► Get Connected