In today’s marketplace, understanding your investment portfolio and future positions to support original financial objectives can be a bit daunting. Establishing a sound relationship with a seasoned Registered Investment Advisor, (RIA) is a valuable first step in taking control of money management.

Welcome to the investment management firm of Santomenno and Company. We have been successfully advising individuals and small pension group clients since 1975. Our reputation for sound money management skills have been tested through many economic cycles in the past 34 years.
Our core competency and fundamental strategies have proven, remarkable results for our clients during this time.

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.

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.