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Our Individual Managed Accounts purchase inflation-hedged, highest-rated, individual, AAA and AA credit-rated bonds, specializing in tax-free municipal bonds and corporate bonds. No bond funds. Each portfolio is highly diversified and offers complete transparency.
We determine your individual risk tolerance and purchase only high-quality equities.
Your individually Managed Account is tailored to your needs and objectives. You maintain Direct Ownership while enjoying such benefits as Income, Tax Tailoring and Efficiency, and 100% Transparency.
We manage Individual Accounts, Joint Accounts, IRAs, Retirement Plans, and Trusts. We offer free Financial Planning to determine your investment needs.
Houston Park located in historic Eau Gallie Florida. Surprise someone with a picnic at your local park. Support your parks and recreation services.
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322 5th Ave, Suite B
Indialantic, FL 32903