Classic Financial & Investment Services, Inc.

The firm provides investment supervisory and portfolio management services to individuals, trusts, and estates, and also lists businesses, charitable organizations, and pension or profit-sharing plans among its clients. It manages roughly $58.6 million across 41 client relationships and works with clients through ongoing in-person and telephone communication to align portfolios with financial goals and risk tolerance.

Investment management follows a diversified asset-allocation approach that blends fundamental and technical analysis to identify opportunities across U.S. and international stocks, mutual funds, ETFs, and individual fixed income positions. The strategy places particular emphasis on option premium characteristics—employing covered option writing and option purchases—and may use leveraged ETFs and concentrated growth positions as part of a long-term, total-return orientation.

Compared with many independent advisory firms, Classic Financial explicitly serves corporate, charitable, and pension-plan clients, and offers both discretionary management and the option of non-discretionary supervision for larger or short-term cash accounts. The firm typically recommends custodial relationships with larger custodians (receiving program benefits) and does not provide regular written reports unless clients request them, indicating a more customized reporting and custody arrangement than many peers.