Aventine Platinum Investment Advisory client offers customized investment strategies to allow the investor to grow their portfolio or preserve their 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 Downside Risk Protection
• Portfolio Rebalancing Services
• Institutional Fund Access
• Investment Policy Statement
• CERTIFIED FINANCIAL PLANNER™
• Quarterly Market Report