A complete list of active advisors currently associated with Constitution Investment Advisory and Portfolio Management
Warmer can help you find a great advisor at Constitution Investment Advisory and Portfolio Management or one who fits your needs even better.
Constitution Investment Advisory and Portfolio Management provides discretionary wealth management, investment management, and financial planning to individuals (including high‑net‑worth clients), trusts, estates, corporations, and charitable organizations, overseeing roughly $241 million across about 180 client relationships. Services include customized portfolio construction using ETFs, mutual funds, individual stocks and bonds, and may incorporate covered options, limited partnerships, and other investments where appropriate. The firm’s investment process is primarily long‑term and combines fundamental and technical analysis with ongoing monitoring, portfolio rebalancing, and client‑specific risk profiling; clients can place reasonable restrictions on holdings. The brochure notes the advisor may implement covered options and other options strategies and use cash positions or shorter‑term trades to meet objectives — a use of derivatives in managed accounts that is relatively uncommon among similarly sized supported firms. CIAPM operates with a small advisory team and an institutional custody relationship that provides brokerage, custody, reporting, and research tools and from which the firm discloses receiving economic benefits. The firm also discloses the use of client testimonials in its advertising and maintains written compliance policies (including a Code of Ethics and a privacy policy) while retaining proxy‑voting responsibility with clients.
To learn more about the advisors currently working at Constitution Investment Advisory and Portfolio Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Constitution Investment Advisory and Portfolio Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Shelton, CT
| 53
| |
Shelton, CT
| 15
| |
New York, NY
| 2
|
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