Investment Management

Investment Management

Investment Management in Miami | Miami Investment Advisors

A disciplined approach to Active Management can play an important role in meeting investment objectives. Asset prices occasionally deviate from Values implied by underlying fundamentals and this creates opportunities that our processes are designed to identify and exploit. 

We manage investments for U.S. Individuals, U.S. and International High net worth individuals, and Institutional Investors.

Investing in companies with the highest level of expected return is the key to superior long term results. 

Whether your individual, Family,  or institutional investor you're likely looking for the best way to grow to your account to meet your investment objectives.

Contact us to learn more.



Account Activity Report

You'll receive detailed information about the trades made in your investment account every month. Delivered by the custodian of your account, Pershing LLC, a Bank of New York Mellon Corporation.  BNY Mellon is the largest bank custodian in the world with over 33 trillion in assets in custody.  Charles Schwab is the one of the lowest cost custody service providers  and is also has approximately 5 trillion in client assets.  


Online Access

Investment account balances, statements, and confirmations are available 24 hours a day through Charles Schwab  and/or Pershing's Netxclient login.

Investment Portfolio Customization 

We understand each client is unique; we'll customize your portfolio so it's tailored to you and your objectives. Whether you’re looking for a specific monthly income yield, or a combination between income and long-term growth, we can customize a portfolio for your needs.

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