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 25 years in the securities investment business, Koenig Investment Advisory offers fee-only investment management for both business clients and private investors. Over the past seven years, our long-term clients have experienced positive account growth averaging 95% while we have seen a gain of just 46% over the same time period for the S&P 500 — a benchmark for the U.S. Stock market.
What makes this possible? The key to making good investment decisions is research, analysis, and appropriate asset allocation. Koenig Investment Advisory subscribes to a variety of 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.