Cenacle Capital Management

“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.

 

Contact Us to Learn More

Contact Us

6 + 5 =