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Investment Management and Portfolio Design

Buy low, sell high. Sounds like it should be simple, right? In reality there is much more to investment management!

Our experienced wealth managers are dedicated to working hard for you, drawing on their knowledge and expertise to design innovative portfolios aligned with your goals. Your goals and intentions with your money inform the decisions to be made about various investment and savings vehicles. Our portfolio management services shine because of our experience in asset allocation and portfolio design. We develop diversified portfolios focused on mitigating risk and lowering investment costs. 

These are just a few of the investment vehicles on which we advise:

    • Fixed Annuities
    • Indexed Annuities
    • Variable Annuities
    • 401k/403b Planning
    • Portfolio Management
    • Traditional IRA/Roth IRA/Inherited IRA
    • SEP IRA/Simple IRA
    • 529 Plans

The Annuities Experts

Annuities are one of the most misunderstood, misrepresented and misused investments. The advantages of income tax deferral, asset protection and guarantees, and the specifics of living and death benefits are crucial to understand for each different type of annuity. There is knowledge required to protect against market risk and to prevent negative tax consequences.

Our firm is located in Florida, which is one of the very few states with no limit on protecting annuity values from creditors. This means that annuities are an important investment vehicle that shouldn’t be ignored for Florida residents seeking to protect their assets.

All guarantees are subject to the claims-paying ability of the issuing insurance company. Guarantees do not apply to the investment performance of any variable accounts, which are subject to market risk

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