Aventine Smart Portfolios
Aventine Smart Portfolios client 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 and creating success; not recreating it.”
Frank Fiumecaldo, CFP®
Founder & President