Constitution Investment Advisory And Portfolio Management

Constitution Capital, LLC, operating as Constitution Investment Advisory and Portfolio Management, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Established in January 2007 and registered in September 2020, the firm is owned and operated by Anthony J. Bavedas, Jr., CFP® (President and Senior Portfolio Manager), and Gregory J. Bavedas, CESTM (Senior Vice President, Managing Director, and Chief Compliance Officer). CIAPM offers wealth management services to individuals, high-net-worth individuals, trusts, estates, corporations, and charitable organizations, acting as a fiduciary and providing services such as investment management, financial planning, and related advisory services. The firm's investment strategy includes constructing customized portfolios using various investment vehicles, with a primary focus on long-term investments. CIAPM charges wealth management fees ranging from 0.50% to 1.40% annually based on factors like the scope of services and assets managed. The firm does not manage wrap fee programs and had $224,853,594 in assets under management as of December 31, 2024. Clients have discretion over their accounts, and CIAPM does not accept or maintain custody of client funds or securities. The firm does not charge performance-based fees and prioritizes transparency and client communication. For more information, clients can contact CIAPM at (475) 269-3200 or visit www.ciapm.com.