Investments Only
Strategies and Opportunities
INVESTING WITH BONFANTI INVESTMENT SERVICES, LLC
Most of our clients come to us because they have reached a point where they would prefer to have a professional manage their investments for them.
We believe one of the best ways to align our interests with our clients is through fee-based asset management, where our compensation is based on the value of the assets we manage rather than commissions on individual investment transactions.
Fee-based asset management allows us to focus on the same long-term objective: helping your portfolio support your financial goals over time. Our fee is based on the market value of the assets we manage, so our compensation grows or declines as the value of those assets changes.
Schedule a Review of Your Current Portfolio
If you’ve reached a point where you would prefer to work with a professional, we’d be happy to review your current investments, discuss your goals, and determine whether our investment management approach may be a good fit.
WHAT CAN YOU EXPECT FROM US?
Investment Education
Whether you have been investing for 50 years or are just getting started, we want you to understand the who, what, why, and how of your investment portfolio.
Regular Review Meetings
We typically reach out at least twice a year to offer a portfolio review, with more frequent contact available when appropriate. Some clients prefer to meet regularly, while others choose to meet less often. Either way, we remain available to answer questions and review changes in your portfolio, goals, timeframe, and risk tolerance.
Ongoing Monitoring Accounts
Review of Tax Harvesting Opportunities
Rebalancing & Reallocation
Markets, investments, and client circumstances change over time. We regularly monitor portfolios and make adjustments when appropriate so that your investments remain consistent with your goals, timeframe, risk tolerance, and overall strategy.
When appropriate, we look for opportunities to realize investment losses that may help offset taxable gains. Tax considerations are one part of the overall investment-management process and should be coordinated with your broader tax situation.
Over time, market movements can cause a portfolio to drift away from its intended asset allocation. If left unaddressed, the portfolio may become more aggressive or more conservative than originally planned. We periodically review asset allocations and make adjustments when appropriate—whether that means rebalancing back toward target weights or making measured changes as market conditions, valuations, and long-term opportunities evolve. The goal is to keep the portfolio aligned with each client’s objectives, timeframe, and risk tolerance.
Schedule a Review of Your Investment Portfolio Today
During this meeting you can expect to gain a better understanding of your current investment performance as well as insights on investment strategies and opportunities that may be available in your portfolio. We encourage you to bring your most recent statements and any questions you have for us.