Independent. Unbiased. Transparent. Fee Conscious.
Francesco Coccimiglio, CIM®
Portfolio Manager and Investment Advisor
Francesco has built long lasting, trust-based relationships with his clients during his over 12 year career as a Portfolio Manager and Investment Advisor. Professionalism, integrity and transparency are the core values that drive his interactions both personally and professionally.
Points of
Differentiation
Unbiased Investment Advice
Comprehensive Financial Planning
“Open Architecture" Investment Platform
Exceptional Personal Service
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Sound investing is about using a strategy that leads to positive returns over a period of time.
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