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Platinum Investment Advisory

Platinum Investment Advisory

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Our Services

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Aventine Platinum Investment Advisory offers customized investment strategies to help our clients grow their investment portfolio or preserve their assets during retirement. This level of service emphasizes tax-efficient income withdrawal or accumulated wealth strategies.

Investment Minimum: $250,000

Platinum Investment Advisory:

  • Risk Tolerance Asset Management
  • Portfolio Risk Management
  • Portfolio Rebalancing Services
  • Institutional Fund Access
  • Investment Policy Statement
  • CERTIFIED FINANCIAL PLANNER™
  • Quarterly Market Report
Portfolio Rebalancing Services

We monitor your portfolio using tax-loss harvesting and tax-efficient rebalancing strategies.

Investment Policy Statement

Our team of advisors will design an investment plan to meet your specific goals and objectives.

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Protect your wealth, Grow your net worth, and Enjoy financial peace of mind.

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(212) 269-2512

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Aventine Financial Group LLC (“The Company”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Company, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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The Financial Planning Association or FPA is a 501(c)(6) non-profit voluntary membership organization. The FPA is the principal professional membership home for CFP® practioners, those on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional, academic leaders, financial planners, students and those who support the financial planning process. The use of term “Financial Planning Association” or “FPA” on this website does not imply any level of skill or training, and should not be construed as an endorsement of The Company or any of its investment adviser representatives.

The CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

The CPA designation distinguishes licensed accounting professionals committed to protecting the public interest. These professionals offer financial statement audits and other attestation services to help inform investors about the financial health of organizations. They provide individuals and families with valuable knowledge and advice on taxes and financial planning. To earn the CPA license, accounting professionals must have extensive education—at least 150 hours—pass a rigorous four-part exam and meet experience requirements. They must also commit to lifelong learning and adhere to a strict Code of Professional Conduct that requires competence, objectivity, integrity and independence.

Members of NAPFA who have met all necessary requirements of membership have earned the right to call themselves NAPFA-Registered Financial Advisors. NAPFA-Registered Financial Advisors are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. NAPFA members must meet standards to be considered for admission, and must continue to abide by such standards in order to maintain eligibility and good standing in NAPFA.