How does Florida Financial Advisors select investments for a client?
Before recommending any investment, an advisor considers current economic conditions, the outlook for a particular asset class or type of security, and how the investment fits within a client’s portfolio given his or her objectives and tolerance for risk. With equities, the focus is primarily on the philosophies, experience, and track record of the management team. With fixed income investments, our advisors look for the best yield available for a given quality of security. As fiduciaries for our clients, we strive to obtain the most appropriate investment vehicles to meet a client’s objectives, while being very conscious of total expenses and risk exposure.
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