Investor Services

What are your financial goals?

	Retirement Planning
	Education
	Capital Preservation
	Tax Efficiency
	Trading Profits

Your overall financial situation including your investment objectives, time horizon, and level of knowledge all plays an important role in the types of strategies that may be right for you.  Talking to one of AVENTURA’s wealth managers can help you have a better understanding of how to fulfill those goals.

Services

	Asset Allocation
	Research
	Portfolio Management
	Risk Management

Products

	Equity, Mutual Funds, Options
	Fixed Income: Corporate, Municipal, Agency, and Government
	**Alternative Investments: Hedge Funds, Limited Partnerships
	CDO’s, CMO’s, REIT’s,
	Executive Services: Restricted Stock, Trading Plans
	Retirement: Defined Benefit, 401K, 403B, Roth, SEP, SIMPLE, Unbundled
	Variable Insurance

** Alternative Investments are only for qualified institutional and high net worth investors.