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Investment Monitoring

For assets held away, clients may choose to have Agnello Financial Group, Inc. monitor their assets in order to obtain ongoing investment advice on a non-discretionary basis. Agnello Financial Group, Inc. provides investment monitoring regarding asset allocation, investment portfolio construction, investment selection, investment advisor retention or other services agreed upon by both parties.

Investment Monitoring Products

  • Mutual Funds or other Investment Company Accounts
  • Annuity Products Issued by an Insurance Company
  • Investment Accounts held at Financial Institutions
  • Retirement Accounts
Investment Monitoring Process