• Phone: 352-338-1560
  • Fax: 866-536-5711

Investment Management

When clients engage us to manage their assets, we begin by focusing on their financial plan and then creating a customized portfolio with the same aim. As an Independent Financial Advisory firm, we provide objective advice and investment recommendations. We use the latest portfolio management techniques and risk analysis tools when creating and managing portfolios. We determine how much risk you are willing to assume as an investor and how much risk is needed to pursue work towards your goals.

Building, Managing & Preserving your Assets means our practice recognizes the fundamental importance of protecting the wealth you have already accumulated. Smart investing and rebalancing of wealth are important steps in ensuring that an economic downturn would not have devastating consequences to your lifestyle.

Through clear, straightforward conversations, we help our clients define their financial goals and design a comprehensive plan to pursue those goals.