Investment Management for Tampa Bay

Investment Management - Active and passive management strategies for your investments. Many people understand that investing is the way to increase your wealth and build a retirement nest egg. Yet, there are many different ways to invest, each with different risks and rewards. We offer several styles of investment management: passive, aggressive, conservative, robotic, active, etc.. Everyone's situation dictates a different approach. We help align your situation with a solid investment plan.

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Which Investment Is Best?

There is a debate between which provides higher returns - active or passive, robo or traditional, etc.. The answer is that it depends on your situation. We utilize different money managers that best meet your desires and needs.

What level of risk is appropriate to generate the returns I want?

The ultimate goal of investing is often to increase returns. Usually higher returns are associated with a higher level of risk. We provide options to invest in portfolios which aim for higher returns, but these same portfolios come with additional risk. Therefore, we work with clients to determine what level of risk/return is appropriate. We employ several tools to help people determine their risk level and then provide constant oversight of that risk tolerance through the market ups and downs (if applicable).

Where can I find enough returns to live off my interest only?

Sometime people do not want to touch any of their principal, but do need income from that principal. This is where the interest gained on this principal compared to the risk of that pool of money is critical. For those that do not want to lose any prinicipal, fixed instruments like CDs and Fixed Annuities are often used. For those willing to risk the movement of their prinicipal balance, bonds and dividend paying stocks can provide higher returns.

What types of investments do you use and recommend?

Investment management is heavily focused on managing risk and desired return or income. As a fiduciary, we must provide access to the tools that are in clients best interests. Therefore, we are open to using any tool that is not only suitable, but also most appropriate for each situation. Investment tools, products, and options that we use include, but are not limited to: Stocks, Bonds, REITs, Annuities, CDs, and ETFs. We work closely with retirees to help them stay on the track to optimal retirement so that they are able to live their desired lifestyles during some of the best years of their lives.