Costello Asset Management, INC.

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--> Costello Asset Management, Inc. | Comprehensive Investment Management top of page Personalized Investment Account Management Since 1999 for Individuals, Families, Businesses, Estates and Non-Profit Organizations. 215.856.9290 Close Investment Management For Individuals, Families, Businesses, Estates and Non-Profits Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm. All initial consultations are complimentary. Our Mission Our mission is to develop a thorough understanding of your overall financial situation, utilize our experience and expertise to design your customized investment strategy, create your portfolio with appropriate investments, and provide ongoing asset management to help achieve your financial goals. Our Services Portfolio Account Management All initial consultations are complimentary. Unlike brokers who earn commissions on sales of investment products, Costello Asset Management, Inc. offers fee-based registered investment advisory services. Our clients are charged an annual management fee, paid quarterly. Learn More Investment Services Investment Advisory Services with a Strong Focus on Client Service and Satisfaction. Our investment services are tailored to meet each client s specific needs such as income, growth, fixed income and short term cash. Areas of analysis may include: Specific Investment Recommendations, Retirement Income Needs, Employer Sponsored Plan(s), Cash Flow Analysis, Education Fu

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