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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06.29.2018 - On my Forbes blog: Businesses borrow more by selling bonds to the public than by taking bank loans. This is good for banks and businesses, but it dumps new risks onto the public. Read More
06.22.2018 - On my Forbes blog: Corporate buybacks are running at record levels but makes less sense with higher interest rates. Also, investors who buy stocks for dividends are starting to get better rates from bonds. Read More