Piccolo Investment Consulting, LLC offers a full range of investment opportunities with experienced management skills along with proven expertise methods of increased portfolio revenue.
We create clients a portfolio in the market place with professionally involved supervision. It is our objective to generate an increasing income stream through the latest research technology with advanced analysis. We deliver a thorough performance proposal to achieve goals and objectives.
Each portfolio will be initially designed to meet a particular investment goal, which Piccolo Investment Company, LLC has determined to be suitable to our client’s circumstance. By always taking into consideration our client’s risk tolerance in order to create an initial portfolio allocation designed to complement our client’s financial goals and objectives. We may create a portfolio, consisting of, but not limited to individual stocks or bonds, exchange traded funds, no-load funds and/or load waived funds (commission will not be charged).
At Piccolo Investment Consulting, LLC we are here to help investors with their investment planning. An investment consultant, unlike a broker, does more in-depth work on framing clients’ investment strategies, helping them fulfill their needs and goals and not the goals of the brokerage firm.
We are part of our client’s investment approach for a long period of time. The consultant’s job is to actively manage the client’s investments. We continue to work with the client as goals change over time, while not being induced by incentive based product sales.