Valicenti Advisory Services Inc.

Investment Strategy

Valicenti Advisory Services Inc employs a diversified investment strategy focused on long-term growth and preservation of capital. The firm manages a range of assets, including equities and ETFs, and regularly rebalances client portfolios based on market trends and client goals. It holds positions across large-cap technology stocks, financials, and select sector and commodity ETFs, employing both tactical asset allocation and active management to optimize returns while controlling risk. The portfolio is typically concentrated in blue-chip holdings and U.S. listed securities, but is periodically adjusted—buying, reducing, and initiating positions based on market outlook and individual stock performance.