Joseph Malfeo's Contact Details

Joseph Malfeo's Company Details

Hunter Street Investment Advisors

Apex, NC, US • 5 - 9 Employees
Financial Services

HSIA is a fiduciary that takes a holistic goal-based approach to your financial planning and investment management needs. RETIREMENT PLANNINGIn the early stages of retirement we can optimize your strategy and help you understand how much you need to save in order to meet your goals. If you are nearing retirement, a main question to ask is: Will Social Security, my pension and savings generate enough income to cover my expected retirement expenses? During retirement we can show you how to withdraw your assets so they don't run out and when to take required minimum distributions. The results are the foundation for your future. Investing wisely now can ensure you will obtain the retirement program envisioned throughout your working years. Hunter Street Investment Advisors can help you achieve those goals.INVESTMENT MANAGEMENTHunter Street will provide a solid framework for handling both long and short range investment decisions. Optimize usage of different asset classes which lowers the risk profile for expected return. We strive to provide the highest returns with the least amount of volatility. With no products to sell, Hunter Street can create a customized, tax efficient, low-cost portfolio for you. Our portfolios are managed by a team with decades of experience and the credentials that meet the highest industry standards.