The Constitution Capital, LLC team has combined experience of more than 100 years in helping clients achieve their financial goals. We are proud to have served the investment needs of individuals and families extending through two, three and four generations. We are dedicated to serving our clients at the highest level possible. The team works hard every day to earn our clients’ confidence and trust.
We seek to understand our client’s current situation as well as their future needs and goals. Our objective is to ensure our clients are satisfied and on track to meet their investment objectives. We work hard to help our clients achieve investment success.
Our mission is to ensure our clients know what they own and achieve investment success through owning a portfolio of well-known companies. With our clients in mind, we strive to create portfolios that have an average beta (measure of volatility) that is less than that of the market as a whole. We also strive to enhance the income of our clients by selling out of the money-covered call options in many of the portfolios we manage.
Company Details
- Employees
- 3
- Address
- 2 Trap Falls Road,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://ciapm.com/
- Keywords
- Wealth Management, Investment Management, Estate Planning Guidance, Innovative Income Strategies.
- HQ
- Shelton, Connecticut
Constitution Capital, Llc D.b.a. Constitution Investment Advisory & Portfolio Management Questions
Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management's website is https://ciapm.com/
Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management's LinkedIn profile is https://www.linkedin.com/company/constitution-capital-llc
Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management has
3 employees.
View email and phone details for 3
employees at Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management.
Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management's industry is
Investment Management
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S[K]aleup Ventures Inc..
Constitution Capital, Llc D.B.A. Constitution Investment Advisory & Portfolio Management's categories are Investment Management
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