Unclaimed
Robert Boni is a Registered Representative of Knights Of Columbus Asset Advisors LLC, which has been in business since 2021. Robert has been working in the financial services industry since August 2002. Robert has completed the Uniform Investment Adviser Law Examination. Robert is registered in South Carolina. Knights Of Columbus Asset Advisors LLC has a strong focus on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides pension consulting and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
SC
09/26/2024 - Present
Knights OF Columbus Asset Advisors LLC (Summerville SC)
Active
Inactive
Not sure Robert Boni is the right advisor for you? Invested Better is here to help.