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Anthony L

CFP®, Series 63, Series 66

Indianapolis, IN

Farther

Anthony Larosa is a CFP® with 28 years of industry experience. He currently works at Farther and previously spent seven years at Private Counsel Group, Ltd, where he was Owner and Managing Director. He also has experience as an Indiana-Resident Insurance Agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm uses a Modern Portfolio Theory approach implemented through proprietary model portfolios and algorithmic rebalancing, primarily utilizing exchange-traded funds, mutual funds, individual equities, and fixed income.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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