Our Mission
At Constitution Investment Advisory & Portfolio Management (CIAPM), our mission is to help investors turn their retirement savings into a dependable, long-term income strategy. We focus on building portfolios anchored by high-quality, well-known companies — and we can, when appropriate, add a disciplined covered-call approach designed to generate consistent income while aiming for lower volatility than the broader market.
Our core portfolios often include trusted blue-chip companies across core industries like technology, health care, consumer products and utilities/energy. These are industry leading companies known for stability, resilience, and strong cash flow. These companies form the backbone of a conservative strategy built for both steady growth and monthly income.
Our team brings decades of collective experience and a research-driven investment philosophy shaped by navigating bull markets, bear markets, and everything in between. That disciplined perspective guides every decision we make.
We take the time to understand each client’s current situation, long-term goals, and retirement income needs — delivering thoughtful, personalized guidance instead of a one-size-fits-all model. Whether you’re rolling over a 401(k), preparing for retirement, or seeking a more flexible, income-focused investment plan, our objective is to keep you confidently on track for lasting financial success.
Turn your retirement savings into a reliable income strategy.
Book your complimentary consultation and see what CIAPM can do for you.
