“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.
Our long-term approach utilizes a diversified portfolio of low cost mutual funds, Exchange Traded Funds (ETFs), “Smart Beta” and dividend paying stocks.
We specialize in Portfolio Management, 401(k), IRAs, “Rollover” and Small Business Pension Plans.