fee-only investment management

(941) 350-7904

Who we serve

  • Late Career

    Grow, protect and position your portfolio before retiring.

  • Retirement

    Protect and live off your retirement portfolio effectively.

  • Transition

    Steer your portfolio through important life changes.

What we do

We build and manage financial portfolios for each of our clients, focusing on downside risk control. Our disciplined investment process provides us with a solid plan to act in all market conditions.

Contact us today for a complimentary consultation to discuss your path to financial success.

What we think

Many of today's taken-for-granted investment practices can be detrimental to the success of your portfolio. We avoid them by using a systematic approach to Diversify, Revise and Protect your financial investments. Read more

Get the full report

What we say

Don't sell your bonds yet: weak wages means low rates are here to stay

Raul Elizalde, 7.25.2014 - Janet Yellen is right to be concerned about wages. But all she can do right now is keep rates low. Don't rush to get rid of fixed income exposure. Read More

Some love for the most unloved bull market in history

Raul Elizalde, 7.15.2014 - Some think that the bull market run is at an end, and investors are piling in too late. But by one measure, risky asset classes are at their healthiest point in years. Read More

Bad apples: the Raymond James broker who sold fake investments

Raul Elizalde, 7.11.2014 - A Raymond James broker based in Greenville, SC was fired, reported to law enforcement and barred from the industry after selling a fake investment to clients that ended up being his personal checking account. Read More