Riccio & Associates

Riccio & Associates, LLC offers investment advisory services, managing model portfolios on a discretionary basis according to client objectives. They use macroeconomic, fundamental, and technical analysis. Clients select from model portfolio strategies based on their risk profile, including Aggressive Equity, Growth Equity, Balanced with Growth, Balanced, Equity Income, and Income. The firm focuses on diversification, avoiding leverage, and careful security selection. There is a minimum investment of $50,000 for Model Portfolios, although smaller accounts may be accepted based on the specific circumstances of an account.