CONNECT

Address:

12140 Carissa Commerce Court Suite 100
Fort Myers, FL 33966

Phone:

(239)479-7979

Fax/Other:

(239) 275-0084

 

Investment Strategies

 

Multiple Manager Asset Allocation Strategy

We typically use no-load and load-waived mutual funds to design properly diversified and allocated portfolios based on nine different investment objectives.

 

Asset Rotation Strategy

This strategy typically allocates funds across Domestic and International stocks, Fixed Income, Currencies, Commodities and Cash and is designed to overweight the top two asset classes based on relative strength.

 

Equity Income Strategies

Careful selection of 75 large and small cap companies that have consistently grown earnings with competitive yields and that we believe have the ability to grow dividends annually. We narrow the selection down to what we feel are the top 25 and review the portfolio quarterly for additions or deletions from our selection.

       *Past performance is not a guarantee of future results.

       *Dividends are not guaranteed and are subject to change or elimination.

 

Insured Income Strategy

We work with the country’s largest insurance companies to design properly diversified variable annuity investments that are allocated based on your individual risk profile.

 

Principal Preservation Strategy

With the use of typically no-load and load-waived funds and ETFs that invest in short-to-intermediate maturity bonds we can help create cash flow and preservation of principal.

 

Fixed Income Strategy

This strategy utilizes a selection of top-grade fixed income managers who diversify a portfolio of taxable or tax-advantaged bonds. These are reviewed and monitored for credit quality and maturity to help minimize risk. Typically comprised of bonds and ETFs, this independent money management strategy may not be suitable for all investors.

 

 

These strategies are subject to change. Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable managers/investment programs to you.

Advisory products are not designed for excessively traded or inactive accounts and may not be suitable for all investors.

Please carefully review the Wells Fargo Advisors Advisory Disclosure Document for a full description of our services. The minimum account size for these programs range between $ 0,000 and $2.5 Million depending on program/strategy selected.

Variable annuities are long-term investments suitable for retirement funding and are subject to market fluctuations and investment risk. Diversification does not guarantee profit or protect against loss in declining markets.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Exchange Traded Funds and Mutual Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost.

Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk especially if investing in high yield bonds, which have lower ratings and are subject to greater volatility. All fixed income investments may be worth less than original cost upon redemption or maturity.

The prices of small company stocks are generally more volatile than large company stocks. They often involve higher risks because smaller companies may lack the management expertise, financial resources, product diversification and competitive strengths to endure adverse economic conditions.

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