Portfolios with Protection: Investment Advisor for Orlando & The Villages

Portfolios with Protection: Investment Advisor for Orlando & The VillagesPortfolios with Protection: Investment Advisor for Orlando & The VillagesPortfolios with Protection: Investment Advisor for Orlando & The Villages

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Portfolios with Protection: Investment Advisor for Orlando & The Villages

Schedule An Introductory Conversation

Hedged Portfolios: Upside Potential + Downside Protection

Family from Lake Nona Orlando enjoying freedom with investment advisor customized hedged portfolios

Benefits For $300,000 - $20,000,000 Hedged Portfolios:

Our hedged stock investing generates significant hedged income for clients

#1: Significant Hedged Income

Stock market protection is provided by our fiduciary investment advisor firm

#2: Downside Protection

#1: Significant Hedged Income

Couple from The Villages, Florida enjoying the benefits of their low-fee retirement portfolio

#3: No Hidden Advisor Fees

#1: Significant Hedged Income

#3: No Hidden Advisor Fees

Hedged Portfolio Example We Can Succinctly Explain

Enhanced Investment Advisor Service / Lower Fees

As a fee-only (zero-commission) fiduciary investment advisor, we are obligated to place your interests first.

Our transparent flat fee of 1.0% enables you to keep more of your enhanced portfolio returns, with no commissions, no hidden fees, and no performance fees for customized hedged investing.

Large Firm Investing Strategies, Now For Individuals

Our CFA Charterholder leadership draws upon 20 years of institutional (large firm) investing experience, to bring big-firm solutions to you, which is rare for a fiduciary investment advisor.

Your tax-efficient, enhanced portfolio may include any of the following objectives:

Retiree from The Villages, Florida enjoying significant hedged income from her retirement portfolio

1. Maximum Income Generation

Couple from Lake Nona, Orlando seeing their higher-return-potential stock market hedged portfolio

2. Higher Return Potential

Retired couple from The Villages appreciating their hedged portfolio with stock market protection

3. Enhanced Principal Protection

Couple from Tampa Florida appreciating the benefits of their hedged stock and bond portfolio

4. Combination Portfolio

Enhanced portfolio examples with Maximum Income Generation, Higher Return Potenial and Greater Principal Protection are available on our next page describing your Enhanced Wealth Management.

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