Your individually managed account

Individually Managed Accounts include IRA's, Trusts, Individual Accounts, and Retirement Plans.


Third-Party  Brokerage Firm will be the custodian of your assets with an account set up in your name.


Transparency 24/7 view your portfolio and progression online and know exactly what you own down to the penny.


Excellent  Service we are proud of the personal attention and excellent service our clients receive with direct access to Julie.  Your questions are answered by the person that reviews your account daily.  Each account is reconciled in person every day. Income can be tailored to your needs. Withdraw funds as needed. All investments are highly liquid. 


"Let's Make Sure"

Let 's make sure that your portfolio meets your needs.  We are glad to review your investment portfolio without charge or obligation.


Call, email or come see us. We look forward to answering questions about our company and products that we hope fit your investment needs. 


105 S. Riverside Drive, Suite 200 

Indialantic, FL 32903 

(321) 372-7888