Aventine Smart Portfolios

Aventine Smart Portfolios

Aventine Smart Portfolios is a tax efficient, smart investing strategy, where we use the innovative technology to intelligently monitor and rebalance your investment portfolio.

Investment Minimum: $100,000

  • The trading technology monitors and automatically rebalances your investments to help keep you diversified and on track.
  • Our automated tax-loss harvesting system scans your investment portfolio for opportunities to keep taxes at a minimum.

“We believe in modeling success; not recreating it.”

Frank Fiumecaldo, CFP®

Founder & President