Investment Strategy

At Aquinas Capital Advisors LLC we believe that every client has a unique set of circumstances that must be addressed on an individual basis.  We therefore use our resources to create portfolio’s that are designed to meet our individual client’s needs be it growth, income or any combination thereof.  To achieve those goals we will invest in Stocks, Bonds, No Load Mutual Funds, Exchange Traded Funds (ETF’s) as well as selling both Call and Put options to realize additional income.

Who we serve:

• Individuals
• Corporations
• Foundations
• Small Businesses/Retirement Plans
  • IRA’s
  • 401k
  • 403b
  • SEP/Keogh
  • Defined Benefit Pension Plans