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.
08.10.2017 - Stocks can improve a portfolio return, but they also introduce risk. Don't use a rule of thumb to determine your equity exposure. Read More
05.26.2017 - High returns have followed low returns for the last 90 years. Guess where we are today - and what it means for the long term. Read More
04.18.2017 - Big losses require very large returns to break even. This problem is greatly compounded during retirement Read More