Terrance Agnew

Investment Management Consultant to successful individuals, families and small businesses

Financial Adviser at Agnew Capital Management Llc in Sierra Vista, AZ

About

Agnew Capital Management (ACM) LLC is a Registered Investment Advisor providing comprehensive customized Financial Planning, Wealth and Investment Management Consulting services to successful families and individuals. ACM believes that sound Wealth & Investment Management requires a disciplined approach. This approach is designed to maximize portfolio performance, minimize portfolio risk and control portfolio costs. ACM also provides retirement plan consulting services to small businesses. ACM is a fiduciary. As a fiduciary our compensation comes solely from advisory fees paid by our clients. We do not receive any other compensation from any other source. ACM provides no cost, no obligation second opinions of financial plans and investment portfolios. Terrance earned the AIF® Designation from the Center for Fiduciary Studies in 2013. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Terrance holds a B.A. degree in business from Regis University and an MBA with International Finance emphasis from Hawaii Pacific University.

Contact
(520) 224-3540
Address
2534 Coral Brooke Dr in Sierra Vista, AZ 85650
Info
None specified

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Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user
Answered by Terrance Agnew, Financial AdviserPRO+ in Sierra Vista, AZ
For an investor with a long term time horizon, such as investing for retirement, mutual funds can provide a diversified portfolio. Because mutual funds are investment...
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Specialties

  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65

Certifications

Accredited Investment Fiduciary

Background

Experience

Investment Management Consultant, Financial Planner, Principal and Founder

Education

Hawaii Pacific University