Personalized Investment Account Management Since 1999 for Individuals, Families, Businesses, Estates and Non-Profit Organizations.
215.856.9290
Investment Management
For Individuals, Families, Businesses, Estates and Non-Profits
Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm. All initial consultations are complimentary.
Our Mission
Our mission is to develop a thorough understanding of your overall financial situation, utilize our experience and expertise to design your customized investment strategy, create your portfolio with appropriate investments, and provide ongoing asset management to help achieve your financial goals.
Our Services
Portfolio Account Management
All initial consultations are complimentary.
Unlike brokers who earn commissions on sales of investment products, Costello Asset Management, Inc. offers fee-based registered investment advisory services. Our clients are charged an annual management fee, paid quarterly.
Investment Services
Investment Advisory Services with a Strong Focus on Client Service and Satisfaction.
Our investment services are tailored to meet each client’s specific needs such as income, growth, fixed income and short term cash. Areas of analysis may include: Specific Investment Recommendations, Retirement Income Needs, Employer Sponsored Plan(s), Cash Flow Analysis, Education Funding, and Estate Planning.
Investing in Your Future
Money Management • Stock & Bond Analysis • Estate & Trust Administration
• Non-Profit Portfolio Counseling • Retirement Planning
The Costello Advantage
Sound Advice
Providing a wealth of professional insight and experience to help you achieve personal financial goals.
Personalized Services
Offering customized investment management and estate planning services structured to address your unique needs.
Customized Strategies
Developing customized financial strategies that address your investment objectives and work toward financial success.
Client Focused Management
Helping you achieve your personal financial goals with an unmatched level of client service and satisfaction.
Customized Investment Strategies
Take the next steps toward your financial future. Contact Costello Asset Management, Inc. to schedule a complimentary initial consultation!
215.856.9290
