3828 Kennett Pike, Suite 212, Greenville, DE 19807

info@aetoliacapital.com  |   302-543-4446

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    © 2019 AETOLIA CAPITAL LLC

    Disclaimer


    Aetolia Capital, LLC (“Aetolia”) is a Registered Investment Advisor ("RIA") registered with and resident of the State of Delaware. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.  Aetolia renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

    This web site is intended to provide general information about Aetolia. It is not intended to offer investment advice, or to offer or recommend the purchase or sale of any securities or investment product.  Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement, and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to inform the reader about our investment philosophy, our strategies and to be able to contact us for further information.  You should not rely on any information provided on our web site in making investment decisions.

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    Form ADV 2A   Form ADV 2B

     STRATEGIC PLAN

    Comprehensive Financial Planning

    PORTFOLIO STRATEGY + FINANCIAL PLAN

    Our Strategic Plan provides an in-depth analysis into your needs, time horizon, investment history, while utilizing detailed risk metrics to understand your risk tolerance in order to create a clear financial picture. We follow-up with a customized portfolio to address your future goals.  We utilize the latest technology to view all of your investments and the progress of the your Strategic Plan.  All of this information is available to be viewed any time of the day on your mobile device or desktop.  This is modern financial planning.

    UNDERStaNDING YOU

    Process

    detailed perFOrmance reporting

    Our Strategic Plan provides an in-depth analysis into your needs, time horizon, investment history, while utilizing detailed risk metrics to understand your risk tolerance in order to create a clear financial 

    Our Strategic Plan provides an in-depth analysis into your needs, time horizon, investment history, while utilizing detailed risk metrics to understand your risk tolerance in order to create a clear financial 

    Technology

    Defining Wealth 

    ACCUMULATION PHASE

    During this phase you begin to accumulate savings, maximize your contribution to a retirement plan, and create the initial the steps of building a longer-term wealth plan.

    RETIREMENT GOALS STAGE

    Risk management plays a major role at this stage of wealth development where retirement goals are clearly addressed as shorter term goals are achieved.

    INCOME STRATEGY AND LEGACY 

    Retirement income is a major concern for most investors as life expectancy increases. Our plan can ease those questions and assist in removing any fears of running out of capital. Legacy is another factor that we can address such as the engagement of family and even philanthropy.