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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06.08.2018 - On my Forbes blog: A lot of guesswork and hope in record earnings predicted by analysts through 2019. Read More
06.02.2018 - On my Forbes blog: Employment, and other economic indicators, are strongest just at the peak of the business cycle. Read More