We are a boutique firm in the heart of Florida intent on building life-long relationships with a select group of like-minded clients. Our goal is simply to serve you in your best interests while navigating the journey together.
WELCOME TO THE FIRM
We are a boutique firm in the heart of Florida building life-long relationships with a select group of like-minded clients. Our goal is simply to serve you in your best interests while navigating the journey together.
We have a long term relationship with Charles Schwab and Co., Inc. which acts as our exclusive custodian for all of our client assets under management.
OUR PHILOSOPHY AND METHODOLOGY
The firm utilizes a long-term investment approach and recommends customized portfolios for the unique needs of each client.
Our investment philosophy is based on fundamental market analysis, focusing on high quality, diversified securities which are US based comprised of US stocks, bonds, ETFs, treasury bills and cash equivalents.
We do all research, risk analysis and portfolio management in house without relying on any third-party managers.
We do not recommend illiquid securities or any other 'alternative' investments. For most investors we believe that the most attractive rewards, as a function of risk, will continue to be in US based securities versus international securities for the indefinite future.
CLIENT TESTIMONIALS
"A decade ago, we found that we had been dealing with an unscrupulous financial adviser with whom we lost money. Fortunately we were introduced to Charles Kasner who corrected this situation for us and who has done a wonderful job managing our portfolio since that unfortunate time. Thanks to his expertise and dedication, we are now in a much better financial position and are in a place of security. If you are looking for a true fiduciary who puts your interest first, we cannot recommend Charles highly enough. He truly is a trustworthy and diligent financial advisor."
Dr. David Taylor
The Villages, FL
