"An Independent & Unbiased Approach to Investing"
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Managing money well requires knowledge and expertise. Objectivity, impartiality, and independence are also important factors to consider when entrusting your assets to a financial professional. Doing it right requires a substantial commitment of time and effort.
Integrity, knowledge, accountability, and accessibility - they're all good reasons to depend on us as your trusted investment advisor. Fleetwood Asset Management offers a comprehensive, flexible approach for managed investment accounts. Portfolios are custom tailored for each client based on their long term objectives, risk tolerance and unique circumstances.
Fleetwood's founder, Joan Guccione, has over twenty years of experience successfully implementing investment strategy through rising and declining markets. Before founding Fleetwood, Joan was the Chief Investment Officer of an investment advisory firm with responsibility for assets under management of approximately $625 million.
Fleetwood is a fee-only investment manager; we never accept any commissions.
Accounts are maintained through Schwab Institutional, a division of Charles Schwab & Co., Inc.
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