ANTONE ASSET MANAGEMENT, INC

Overview

Antone Asset Management, Inc. is a small, independent registered investment adviser that serves individuals, families and a limited set of institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with ancillary activities as an insurance broker and accountant. Its advisory work tilts toward traditional fixed income and equity allocation, but the firm also supplements portfolios with third‑party alternative fund managers and insurance products where appropriate. Antone’s stated investment preference is equities, but its largest single exposure is to U.S. government bonds. Fee arrangements include a percentage of assets under management and hourly charges, which supports both ongoing portfolio oversight and ad hoc planning or consulting work. The firm does not identify as an active ESG investor and is organized as a corporation owned by an individual.

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Public Holdings

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Location & Offices