Cleveland Asset Management Services
Our asset management advisors deliver on the promise of helping you make sound financial decisions.
NOTE: Click here to visit our new Financial Services website.
The key to sustained financial growth is proper asset allocation. It is a proven fact that over time, 96% of an investment's growth is attributable to diversification through proper asset allocation.
We offer three distinct asset allocation platforms to best meet your individual needs. Whether you are looking to choose from a variety of mutual funds, individual stocks and bonds or our extensive list of private money managers, we design an asset management strategy to meet your needs.
Our consultants can help you to better manage your assets. For more information on our Cleveland asset management services, call Bob Coode today at 440-449-6800.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. Skoda Minotti is independent of ProEquities, Inc.