Our Firm

The Firm 

We are a Registered Investment Advisor based in South Florida.  Our capabilities include equities, preferred securities and fixed income, taking pride in our client relationships.


Building And Managing Your Assets

With our asset management process, we learn about you and your goals, starting with a snapshot of your current financial life. Relying on a sophisticated strategy, we will recommend a portfolio structure that invests assets according to your specific time frame and lifestyle. Using investments recommended by our experienced research team, we will create a portfolio designed to help you achieve your financial goals.

A Comprehensive View

A personalized financial road map will help you achieve your goals and monitor your progress along the way. As your life changes, we will adjust how we invest your assets so you stay on track.

We also go beyond the portfolio and take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being. 

Invested In You

Because we are a registered investment advisor, we have a fiduciary duty to act in your best interest. On a broader scale, we will act as your financial advocate: objective, caring and committed to help ensure you have adequate resources when you need them.

Our objectivity comes from our service philosophy and fee structure in which we are compensated only by our clients – not product commissions or revenue-sharing arrangements with mutual fund companies.