A veteran retirement and estate planning specialist, Arturo Montenora maintains a successful financial advisory business. Arturo Montenora’s asset allocation philosophy emphasizes proper placement of funds into cash, fixed income, equity, and other vehicles. This reflects numerous studies that have demonstrated that assets division strategies are a more important indicator of portfolio performance than specific bonds and equities chosen.
Mr. Montenora’s range of investment services encompasses mutual funds, variable annuities, life settlements, bonds, retirement vehicles, and certificates of deposit. He also has expertise in oil and gas funds, non-traditional investments, and educational savings plans.
Arturo Montenora has a fundamental belief that financial service and product quality is a key arbitrator in people’s ability to meet their investment and money goals. He follows a judicious strategy that places more value in controlling risk than in achieving outsized gains. Mr. Montenora consults closely with clients to ensure that they are completely comfortable with the investment pathway chosen. At the same time, he emphasizes that a certain degree of risk is inherent in any money management strategy.
In working with diverse clients, Mr. Montenora strives to pinpoint the exact goals they have in mind, whether that involves financing a child’s education, retiring comfortably, or navigating a significant life transition. His confidential client relationships stress l
