An investment advisor is an individual or firm that advises on investment matters under a professional basis. Typically, Registered Investment Advisors, (RIA) and firms register with the SEC when managed funds surpass $25 million of AUM at the time of such registration. Many others under this limit only need register with the state in which they are doing business. Santomenno and Company has been a registered firm with the SEC since 1975. |
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 Several reasons. Here is one example.
As your investment portfolio expands, there often is a tendency to maintain tilted balances of initial investment loads. It is important to have a review of your portfolio by a qualified investment advisor who can adequately guide you with personal finances, investment advice and private asset management. An unbiased approach built from core values is what Santomenno and Company provide for all our clients. |