Investment Advisory Services

Accumulation Planning and Portfolio Management

Equities/Stocks, Mutual Funds, and Options
Fixed Income: Corporate Bonds, Municipal Bonds, Agency and Government Bonds
Alternative Investments: Hedge Funds, Limited Partnerships
Structured Products: CMO’s and REIT’s

Executive Services: Restricted Stock, Trading Plans
Asset Allocation and Management Strategies
Sophisticated Portfolio Monitoring and Reporting
Performance Measurement and Analysis
Research and evaluations (including portfolio and fiduciary reviews and money manager evaluations)
Solo 401k, 401k plans
403b, 457, TSP, IRA plans
Consulting Services: Individual, Corporate, and Institutional
Tax Sensitive Asset Management
Lifestyle Management
Strategic Philanthropy
Family Continuity and Educational Planning
Fee Based Services
Cash Flow Management
Structured Transactions
Oversight of Fiduciary Services

Loretta Scarpetti-Scroggins is an Investment Adviser Representative of, and Investment Advisory Services offered by, Aventura Capital Management, LLC an SEC Registered Investment Adviser. Loretta is also a Registered Representative of, and securities offered through, Aventura Securities, LLC member FINRA and SIPC. Main Office Location: 3201 N.E. 183rd Street, Suite 2208 Aventura, Florida. 33160. Phone: 866-466-0467 Fax: 800-417-1437. Please visit www.aventuracap.com for important securities-related disclosures. Aventura Securities, LLC and Aventura Capital Management, LLC (affiliated entities) are not affiliated with Scarpetti and Scroggins Financial Services.