Investment Advisory Services
If you prefer not to handle the day–to–day management details of your personal and corporate assets, you can delegate those time–consuming responsibilities to Florida Investment Advisors with complete confidence.
Guided at all times by your specific directions and our conservative, disciplined process, we will allocate your investments across a widely diversified portfolio, balanced among various stocks, industries, economic sectors and asset types.
All of our stock recommendations are based on independent research conducted by leading money management firms, banks and their affiliates. In addition, our emphasis on low turnover rates reduces your transaction cost.
Each quarter, you will receive a comprehensive statement of your account’s performance, including a portfolio summary, realized and unrealized gains and⁄or losses, the holding–period return and other reports as requested. Additional reports include fundamental stock holdings data, such as price⁄earnings ratio, dividend yields and latest earnings reports. And, because clear communication is vital to any good relationship, we are always available to meet to discuss your objectives, questions or concerns as often as you like.
Mutual Fund Allocation Services
These are professionally managed accounts that use an allocation model to distribute assets among several mutual funds. The allocations and fund selections are reviewed quarterly.
Trust Services
Certain circumstances require specialized expertise in the legal complexities of fiduciary responsibility and tax planning. In these instances, we work in partnership with The Bank of Tampa’s Trust Department.
Like our own staff members, these skilled professionals are guided by a conservative philosophy, a strategic emphasis on long–term results, a focus on personal attention and a conviction that an 800 number is no substitute for local decision–making.