Antone Asset Management, Inc

Antone Asset Management provides retirement planning, ongoing investment advisory and portfolio management services to individuals, foundations, corporations and employer-sponsored retirement plans. The firm works with clients to develop comprehensive retirement plans and manages portfolios that commonly include U.S. and international equities, ETFs, bonds, options and insurance company products.

The firm follows a discovery-then-implementation model: it gathers financial and subjective information to set objectives and risk tolerances, selects or engages third-party managers when appropriate, and monitors and rebalances portfolios on an ongoing basis. Investment decisions draw on fundamental and technical analysis, a generally long-term orientation, and the use of third-party managers or private alternative investments for clients who qualify.

Compared with many independent peers, the firm maintains formal affiliations outside traditional advisory services: it operates an affiliated tax preparation/estate-planning entity and the firm’s principal is licensed as an insurance agent and enrolled to represent taxpayers before the IRS. As a result, the adviser both includes insurance products and annuities among investable instruments and discloses that insurance commissions and related incentives may be received in addition to advisory fees, and it works with pension and profit-sharing plan clients and business retirement-plan design—features that are less common among similar independent firms.