Personal Investment Services

Striving to make life easier for Individual Investors.

AVENUE RETIREMENT SERVICES is a unique Investment Advisory Firm qualified to help clients build wealth and diversified income.

  • Ongoing Supervision: Monitoring and Restructuring of Portfolios and IRAs.
  • No commissions. No up-front fees. No lock-in. No gimmicks.
  • Checks and Balances: We utilize a 3rd-Party Online Brokerage.
  • Periodic Consultation: Retirement Planning and Account Review services.
  • Investment Strategy: Execution of Value Investing and Diversification tactics.
  • BlueLeaf Performance Tracking + 24/7 access to 'Client Vault' digital records.

We offer a Client-Tailored service based on Integrity and Avoiding Conflicts of Interest. We are not a subsidiary of nor do we control another financial company. We do not push investment products for the sake of earning commissions. We do not earn commissions nor charge up-front fees. Our "fee-only" billing agreement is based on a percentage of total assets, prorated monthly, and deducted in arrears.

Avenue Retirement Services can provide guidance and expertise with the following types of accounts and transactions therein:

  • Traditional IRA
  • Rollover IRA
  • Roth IRA
  • Coverdell ESA
  • Margin Trading Accounts
  • 401K Rollover
  • Roth Conversion
  • Trust Accounts
  • Retirement Income Investing