A) answer

What services do you provide?

Monaco Capital Management is a full service Wealth Management & Investment Advisory service, providing our clients:

1.) Professional portfolio management for investors seeking income, growth and growth with income.

2.) Third party portfolio analysis (i.e., a second opinion on investments held elsewhere, such as a portfolio held at another broker, ongoing allocation advice for your 401k, etc.).

3.) Comprehensive Financial Planning, including:

  • Estate and Legacy Planning
  • Retirement Planning
  • Education Planning
  • Personal and Family Financial Planning

4.) Stock, bond and mutual fund research and analysis.

5.) Corporate budgeting and cash flow consulting.

6.) Economic forecasting.

7.) Public speaking engagements for groups of various sizes.

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