CELEBRATING 30 YEARS OF FEE-ONLY FINANCIAL PLANNING
INVESTMENT MANAGEMENT
Otto & Associates manages investment assets almost exclusively through no-load mutual funds, exchange traded funds (ETFs), and private investments when appropriate. Our goal is to help clients achieve the security of a diversified portfolio that provides a solid return without undue risk. We buy and sell investments following guidelines established with our clients and - because we do not accept commissions - our clients receive unbiased asset evaluation, selection, and management.