Antonetti Capital Management, LLC

Antonetti Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high-net-worth clients) as well as trusts, pensions, estates and other entities, typically charging asset-based advisory fees and delivering ongoing portfolio oversight. The firm tailors strategies to each client’s objectives and monitors accounts with regular reviews and reporting.

The firm uses both customized portfolios and packaged model portfolios (including a global total return model and a fixed-income-only model) and employs a mix of fundamental, technical, cyclical and charting analysis; it may also engage in short-term trading, margin transactions and options when deemed suitable for a client’s objectives. Advice is driven by collected suitability information and rebalancing/monitoring practices rather than a single market-timing approach.

Distinctive features include a small advisor team managing a mid-nine-figure asset base across roughly 137 client relationships, and a recent shift to compensated client referrals — the firm discloses arrangements with solicitors and a separate retainer to refer investors to a private fund strategy, which it identifies as a potential conflict of interest. The brochure also notes that individual investment advisers may market under separate business names and that the firm receives custodial services and other third-party benefits tied to its Schwab/Fidelity relationships.