Investment
and
Financial Planning
Services
- Fee based investment management
- Investment counseling and review
- Financial and investment planning
- Custom retirement and distribution planning
- College education planning
- Investment performance calculation and reporting
- Estate trust planning
Koenig Investment Advisory
is a FINRA Registered
Investment Advisor
Investing is a science. It takes skill, research, and a track record of investing to know the signs of future performance.
With over 20 years in the securities investment business, Koenig Investment Advisory offers fee-only investment management for both business clients and private investors. Over the past five years, our clients have experienced account growth averaging 133%. Compare this to an 81% advance over the same time period for the S&P 500 — a leading industry average.
What makes this possible? The key to making wise investment decisions is research, analysis, and appropriate asset allocation. Koenig Investment Advisory subscribes to 16 major research resources with access to many more through our strategic alliance with Fidelity Investments. We couple research with detailed analysis considering factors such as asset class valuations, sector trends, and key factors driving growth prior to selecting any investment.
Research shows that investors who use professional investment advice enjoy greater returns than those who go it alone. Are you looking for an independent investment adviser? Let us show you how to make the most of your investment options.