“If investments were record albums, Cenacle is like an iTunes playlist”, says owner Bill Ulivieri.
We specialize in creating a customized investment strategy to meet your personal needs. We work with you in designing a strategy to balance risk and diversify your portfolio to help foster upside potential, and include a downside protection strategy for a portion of your assets.
Using a long-term approach permits us to use a diversified portfolio of low cost mutual funds, Exchange Traded Funds (ETFs), “Smart Beta” and dividend paying stocks. We don’t push an agenda, but use the products you feel most comfortable with.
Each strategy we craft is customized to your particular situation. It may mean a few more conversations or email exchanges that other firms might not think is necessary, but that’s what makes your portfolio strategy a little more customized for your Individual Retirement Account, “Rollover” 401(k) or small business pension plan.