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Illuminating Financial Futures
The Big Difference
How you Invest is just as important as how you Spend
  • More Concentrated portfolios vs. Overly diversified ones
  • Excellent investment ideas are rare- therefore they should represent a significant fraction of the portfolio.
  • Our portfolios tend to behave independently of the overall market at times due to their more focused investments.
  • We focus on growing your account……not on playing golf schmoozing with clients.
  • Our portfolios offer the best of Active and Passive management without being homogenized.


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Tired of your cooker cutter portfolio with your current advisor?

618 Tuscarora Trail,

Maitland, FL 32751

9am - 5pm

(407) 970-4784

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