STRATEGIC PLAN

Comprehensive Financial Planning

STRATEGIC PORTFOLIO + FINANCIAL PLAN 

Your financial plan should not be used as decoration. Our clients have digital access to their continually updated Strategic Plan.

Process

Detailed Understanding of your Financial Picture

Customized Portfolio

Detailed Performance Analysis

Ongoing Evaluation/

Risk Analysis

Monthly Reports

Encryption Security

Digital Access

Full access to your investment portfolio on a desktop or mobile device through our Client Portal offered by our custodian. You may access research and news on individual positions, including the ability to produce performance reports at any time.  

Your Strategic Plan is updated daily and easily-accessible on multiple devices where you may view the probability of success for achieving your overall financial goals. You have the ability to link all of your accounts for easy access to your overall wealth picture. 

*Sample portfolio and not a recommended allocation. For information purposes only.

Defining Wealth 

ACCUMULATION PHASE

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

RETIREMENT GOALS STAGE

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

INCOME STRATEGY AND LEGACY PLANNING 

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.  

3828 Kennett Pike, Suite 212, Greenville, DE 19807

info@aetoliacapital.com  |   302-543-4446

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    © 2020 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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