Constitution Investment Advisory and Portfolio Management

Gregory Bavedas is a financial advisor with Constitution Investment Advisory and Portfolio Management in Shelton, CT, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Constitution Capital LLC, Wells Fargo Clearing Services LLC, and Cambridge Investment Research, Inc. He is also a 50% owner of Fairfield Brothers LLC. Constitution Investment Advisory and Portfolio Management offers wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach, utilizing fundamental and technical analysis, and incorporates a range of investment vehicles including ETFs, mutual funds, stocks, bonds, and derivatives strategies.

Sam Keylock is a financial advisor at Constitution Investment Advisory and Portfolio Management with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Reebok and Accavallo & Company. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $225 million on a discretionary basis for about 130 clients and employs a primarily long-term investment approach using ETFs, mutual funds, individual securities, and other vehicles, including derivatives strategies such as covered options.

Anthony Bavedas Jr. is a CFP® with 52 years of industry experience, currently serving at Constitution Investment Advisory and Portfolio Management. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also acts as executor and trustee for his spouse’s estate and trust in Palm Beach, FL. Constitution Investment Advisory and Portfolio Management provides wealth management, discretionary investment management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages a diverse portfolio including ETFs, mutual funds, stocks, bonds, and derivatives strategies.