Most professionals in the investment industry agree that building a diversified portfolio of both traditional and alternative investments is one of the keys to sound financial investment planning. The problem many investors face is their investment advisor works for a firm that only offers traditional investments.
Graham Capital Advisors is the financial planning firm with a vast investment platform of security investments such as stocks, bonds and mutual funds, as well as alternative investments in private equity funds. Our exceptional portfolio of services includes retirement planning, estate planning, wealth management and wealth preservation. Assessment of your financial situation and current investment holdings is always part of the process of creating plans to secure your financial future here at Graham Capital Advisors. Your investment advisor will evaluate your investments in securities, as well as any current alternative investments such as the following:
Investment planning services at Graham Capital Advisors are always comprehensive. Our on-site legal staff works with your investment advisor to evaluate alternative investments and financial related legal documents to ensure they are proper, such as wills, trusts and health directives.
You will find that our financial planning services at Graham Capital Advisors are different from the experiences that you have had at other investment firms in Tampa, Clearwater, Brandon, Palm Harbor, Largo or the surrounding areas. David Graham is one of only two Master Certified Estate Planners in the state of Florida. He and the other investment planners at Graham Capital Advisors have the necessary skills to assist you in reaching your financial goals, with their combined financial planning experiences. Investment planners are always certified and committed to upholding the fiduciary standards of acting in the best interest of clients. We do not offer cookie cutter solutions at Graham Capital Advisors. Every investment plan is customized to the individual financial situation, needs and goals of each client. The type of alternative investments in your plan depend on the strategies your advisor creates to maximize your financial potential and turn your dreams into a reality. Contact us today for a complimentary consultation at Graham Capital Advisors.