Investment Management Serving Individuals, Families, Businesses and Non-Profit Organizations
Personalized Investment Management Services
Recognizing that every client’s financial goals are unique, Costello Asset Management, Inc. designs and builds investment portfolios that reflect those specific financial goals while focusing on providing economic value and superior service. We offer a free initial exploratory consultation which includes: determination of client’s investment objectives, identification of financial goals and risks, current and expected cash flow needs, education funding needs, and retirement and estate planning.
We offer personalized investment management services on a “fee-only” basis. We do not sell financial products or receive any commissions. Unlike many other investment services providers and brokerage firms, the investment managers at Costello Asset Management, Inc., are not subject to sales and production goals.
We receive no commissions or any other form of compensation from anyone other than our clients.
OUR INVESTMENT STYLE
Our investment style is rooted in growth at a reasonable price (GARP), giving equal emphasis to current stock valuation and future earnings expectations. We seek bond investments of high quality and ready liquidity.
Suitable investments include:
• Equity (stocks)
• Warrants
• Corporate Debt
• Securities
• Commercial Paper
• Certificates of Deposit
• Municipal Securities
• U.S. Government Securities
• Options Contracts
• ETF’s
• Stock or Bond Mutual Funds
• Limited Partnerships
