2016 New fiduciary rule levels playing field for investment advisers - Read More

2016 Q2 Outlook - Read More

2016 Financial Markets Have a Brief Truce - Read More

2016 Tax Policies and Potential Impact of Presidential Candidates Left in the Race - Read More

2016 Financial Markets Adjust to New Risks in January - Read More

2016 Starts with a Quick Touchdown Deficit - Read More

2016 Q1 Outlook - Read More

2015 Political Compromise Drives Core Holdings to Strong Gains & Fed Raises Rates for the First Time in 9 Years - Read More

2015 Veteran's Day Market Comment - Read More

2015 Q4 Outlook - Market Comment- Read More

2015 Sept - Naples Daily News - Wealth Manager Helps Middle-Class Investors

One Promise

The primary mission of AHIA Investment Advisors Naples Florida is the achievement of our clients' individual financial goals and objectives. We provide highly customized and cost efficient services to individuals, including businesses, trust accounts, non-profit organizations and small employer pension plans. Our accounts range from modest portfolios to multi-million dollar trusts with more complex circumstances. It is our belief that all clients deserve a high level of service without the high-end costs. Being a fee based advisor, our own success is contingent upon the achievement of our clients' goals. As a Registered Investment Advisor, we have a fiduciary duty to always act in the best interests of our clients.

Investment Management - Investment Advisors Naples Florida

We customize our clients' portfolios by utilizing individual stocks, bonds, various index and mutual fund holdings, and where appropriate, alternative investment strategies. Our cash-flow based wealth management philosophy, which we describe as the "needs matched portfolio", partitions the portfolio into short, intermediate and long-term goals and then matches the investment strategy appropriate to achieving the specific goal. In addition, AHIA is one of the few registered investment advisors in Southwest Florida that offers expertise in socially responsible investing and sustainable portfolio management practices.

Financial Concierge Services

We believe that all clients, regardless of the size of their portfolio, are entitled to a high level of personalized service, similar to what one would experience in a Family Office setting. We help our clients organize and manage their financial affairs. Our concierge services are offered at our client's request, tailored to their individual needs and are included in our annual asset management fee.

Custodial Services

Our Clients' assets are held with a third party custodian. Fidelity Institutional Wealth Services, a division of Fidelity Investments, serves as our primary custodian providing clients with safe keeping of their assets, low cost trading commissions and on-line access. In addition, Fidelity provides AHIA with leading edge technology for quick execution of trades and reliable back-office support.