We are a fiduciary-standard, fee-only financial advisory firm based in Sarasota, Florida. We custom-build and manage financial portfolios that focus specifically on downside risk control. Our numbers-driven, disciplined investment process equips our clients with a solid process to confront all market conditions.
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03.28.2018 - Alienating traditional trade partners could unwittingly benefit China and it is negative for stocks. Read More
02.06.2018 - Selling into weakness when the market falls for technical reasons could be a losing strategy Read More
01.23.2017 - The tax cuts are good for stocks in the short term, but the resulting debt increase could have nasty consequences. Read More