Aventine Platinum Investment Advisory offers customized investment strategies to help grow your portfolio or preserve your capital 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