PROTECTIO INVESTMENTS

We are experts in portfolio management and provide solutions for you. With tools and resources at our disposal we provide you customized portfolio management. We are a resource to financial advisors, institutions and investors. Our strength is in our ability to create strategies and execute them for you. With a style focused on risk management and discipline we are able to work to protect your investments... We are able to design, provide, execute and optimally rebalance a wide array of strategies for our financial advisor clients. Based on client needs we can tailor our broad set of strategies to create outcomes that fit your needs. Whether your clients are saving for retirement, charitable giving, risk down by hedging or to serve their benefactors we can define a set of strategies that fit your clients. We can work with you as a sub-advisor or a consultant using systems that work for your company. We can run your entire investment operation for operational excellence. We are Lean..

Also known as: Protectio Investments LLC, The Protectio Investments LLC

Primary location: Minneapolis United States