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Our Individual Managed Accounts purchase the 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.
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125 Martin Street
Indian Harbour, FL 32937