AVANTOPTIMA, INC.
CAPITAL MANAGEMENT & INVESTMENT ADVICE
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About Us
We specialize in managing investors' stock market accounts. We research stocks of
US and overseas companies for their potential to return capital gains and, or dividends
and for their suitability for investment. We form and maintain model portfolios based
on a number of strategies. We apply such model portfolios to accounts of our clients.
We can manage for you IRA, Roth IRA, SEP IRA or direct (taxable) investment
accounts. We can help you with decisions you make with your 401k accounts or
other accounts that you control/trade directly. Advice may include valuation and
research of specific securities (stocks, bonds, funds, options) or recommendation of
complete portfolio.
No information on this website should be treated as a suggestion to invest
in any particular security or to invest at all.
Any presentation on this site is offered only for informational purposes for use by
parties interested in our services and contact details.
Investing in securities including stocks, mutual funds, options and bonds, involves risk
and the capital invested may lose value.
Previous results are no guarantee of future performance.
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