Tavares | Winter Park | The Villages

Managed Portfolios

With nearly 30 years of experience, we’ve had many opportunities to vet and re-evaluate our investment options. Today, we have more bench strength than ever as we’ve aligned ourselves with Mercer Financial Intermediary Services/Mercer Research (Mercer), Vivaldi Capital Management’s Alternative Investment Platform, powered by Vivaldi Investment Research, (Vivaldi), and Nasdaq Dorsey Wright (NDW), an RIA that is a leading advisor to financial professionals around the world. They help provide us with a range of customized investment services including manager research and ratings, model portfolios, manager selection, consolidation of reporting, custom fund implementations and due diligence across the entire investable universe.

Every client portfolio is managed in-house. Because we seek to build long-term, exclusive, collaborative relationships with each client, we are able to build each portfolio — from the ground up — with careful security selection that is flexible enough to go well beyond equities and fixed income to sophisticated alternative investments.

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Charles Schwab

TD Ameritrade

RWMLink

Fidelity