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.
Contact us today for a complimentary consultation to discuss your path to financial success.
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
11.29.2017 - Correlation among assets has fallen to pre-crisis levels. This is good news for investors and funds alike. Read More