Connecticut Investment Advisors

Cheshire, Connecticut

5.0 (1 reviews)
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About

Connecticut Investment Advisors is an independent investment management firm founded by David Nastri, located in Cheshire, Connecticut. The firm provides financial planning, investment management, and retirement planning services, constructing personalized strategies around client goals, risk tolerance, and time horizon. The firm emphasizes separately managed accounts with multiple professional portfolio managers rather than mutual funds or ETFs, and selectively incorporates estate planning tools and life insurance into comprehensive financial plans. Connecticut Investment Advisors limits annuity recommendations to rare circumstances, focusing instead on disciplined analysis and transparency in portfolio construction.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: 9AM-12PM
SEC registered
No
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