Concinnus Financial Information

Concinnus Financial is a Registered Investment Advisor focusing on personalized investment portfolio management and holistic financial planning. We are a fee-only advisor; we do not work off of commission or have any sales agreements with any other financial institution. Concinnus Financial only gets paid by our clients, which helps limit conflicts of interest and allows us to work in a fiduciary capacity. Our investment management services are designed to be customizable to individual situations and needs. Working either as a consultant or portfolio manager to individuals and businesses, we build out an investment strategy that best fits a clients particular needs. Our investment style is an actively managed tactical approach that incorporates economic, fundamental, and technical analysis.