Astravia Family Wealth Office LLC

Astravia Family Wealth Office provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm offers comprehensive portfolio management, which includes continuous monitoring and rebalancing of investment portfolios containing stocks, bonds, exchange-traded funds, options, and mutual funds, often utilizing third-party money managers. Astravia Family Wealth Office also provides retirement plan consulting services to employer plan sponsors, assisting with investment policy statements, asset allocation, investment monitoring, and participant education. The firm uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, modern portfolio theory, mutual fund and exchange-traded fund analysis, technical analysis, quantitative and qualitative analysis, sector analysis, and third-party money manager analysis. Investment strategies employed include asset allocation, long-term and short-term purchases, margin transactions, options trading, and holding municipal bonds.