(941) 225-6700

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Absolute Return

We employ the same investment strategies used by many hedge fund managers and university endowments. Risk of loss comes with any investment, but we offer portfolios that are designed to make money in both up and down markets with lower portfolio risk.

More Value

Our goal is to provide value, making our service well worth the cost. We offer investment accounts at four different discount brokers. Trading costs are kept low using no-trading-fee programs where available, and investment expense is kept low with ETFs and ETN funds.

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Fiduciaries

As your investment advisor, you have entrusted us with your future. We are a fiduciary and manage your portfolios to meet your goals. We don’t charge commissions like many advisors. It’s your money, and your best interest comes first in all that we do.