Antonelli Financial Advisors

EST. AUM
$229,098,462

CONTACTS
1

CLIENT ACCOUNTS
604

Firm Details

Metro area Detroit
CRD Number 286452
Website antonelliadvisors.com
Client types

Overview

The investment approach begins with defining goals, as a solid investment plan requires understanding what the portfolio needs to accomplish. Knowing the purpose of the funds is essential in selecting the necessary risk to meet those objectives. The rule to buy low and sell high is common sense but is often difficult for individual investors to adhere to in their personal portfolios. Since the market is driven by fear and greed in the short term, clients hire professional investment advisors to remove emotion from the investment process. Advisors are not day traders, nor do they buy and hold indefinitely. They purchase securities for clients' portfolios for their long-term potential, but they also maintain a sell discipline. If a security hits a target price or target weight, it prompts a review to either reassess the target, trim the security, or sell it outright. Timing the market is a fruitless effort; no one is able to consistently predict its movement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Antonelli Financial Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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