When you’re looking for an investment firm that creates financial investment strategies that use traditional and alternative investments to maximize your financial potential, put the power of Graham Capital Advisors behind you. David Graham has over 30 years of financial industry experience and is a Master Certified Estate Planner – one of only two in the state of Florida. He also leads the financial planning team at Graham Capital Advisors.
An estate planner at Graham Capital Advisors will work closely with you to assess your current and future financial needs and goals before suggesting investment options for your individual plan. Alternative investments are often used to diversify your portfolio and add to your traditional investments in stocks, mutual funds and bonds. Alternative investments can include the following types of investments and more:
Many types of alternative investments are best handled by financial advisers with the experience and knowledge to find and create a mix of investments that offer the best potential to match your investment goals.
Graham Capital Advisors is one of the select investment firms in the area that offers alternative investment opportunities such as private funds investments. We also have legal experts on staff, and our personalized service is 100% focused on the best interest of each individual client. Our entire staff is dedicated to honesty, integrity and excellence in everything we do, and we put forth that same effort into every unique investment plan we develop.
A complimentary consultation with an estate planner at Graham Capital Advisors is available to investors in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the surrounding cities. These consultations help us learn more about your long-term goals and are the first step in determining the alternative investments and/or other strategies to include in your financial plan to ensure it is designed to maximize, secure and protect your estate. Contact us today to learn more about our portfolio of services or schedule your consultation.