We are completely non-conflicted in giving our clients the best investment advice possible. Oak Brook, Illinois based Patrick Mauro Investment Advisor, Inc. is a Registered Investment Advisor that offers independent, personalized asset management services. We emphasize one hundred percent integrity in our business and are completely non-conflicted in giving our clients the best investment advice possible.
With over seventy years of professional experience in investment finance, we are confident in our ability to help anyone achieve their individual investment needs and objectives. The Capital Preservation and Income strategy seeks to generate interest income while preserving the principal value of your investment.
With over seventy years of professional experience in investment finance, we are confident in our ability to help anyone achieve their individual investment needs and objectives. The Capital Preservation and Income strategy seeks to generate interest income while preserving the principal value of your investment.
Services
Founded in 1996 and headquartered in Oak Brook, Illinois, Patrick Mauro Investment Advisor, Inc. ("PMIA") is a Registered Investment Advisor that offers independent, personalized asset management services. We are not a brokerage and do not operate on a commission-driven basis or market third party products.
A Registered Investment Advisor (RIA) is a person or firm who advises individuals (clients) on investments and manages portfolios. An RIA has a fiduciary obligation to put its clients' interest first and is paid to offer advice or an opinion on securities or other investments. In this case, Patrick Mauro Investment Advisor, Inc. (PMIA) is a firm.
The Capital Preservation and Income strategy seeks to generate interest income while preserving the principal value of your investment. To do this, we create a "laddered" bond portfolio. By laddered, we mean the portfolio is divided into bond "rungs" with maturities beginning at one year, and then moving farther out in succeeding yearly intervals.
The Growth and Income strategy seeks to maximize the growth in principal value of your account by a focus on growing the income stream that it generates. This is accomplished primarily by investing in a diversified portfolio of high quality, dividend paying operating companies. Investors utilizing the growth and income strategy must be willing to accept a moderate level of short-term volatility in the principal value of their portfolio.
This allows us to directly align our fiduciary duty with each individual client's investment needs and objectives. We are not a brokerage and do not operate on a commission-driven basis or market third party products. There is no fine print or hidden fees. Feel free to schedule a consultation with us today.
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