One of the most important factors to consider when you’re looking for asset managers to handle your portfolio is the qualifications of the asset manager. Work with an asset manager with a minimum educational level of a bachelor’s degree and specific training in asset management. The most successful asset managers usually hold one or more financial industry certifications, as well. Additional consideration should be given to the reputation of the investment or wealth management firm, the amount of experience of both company management and the asset manager and the philosophy and investment strategies of the firm.
Graham Capital Advisors has a team of certified professionals with over 100 years of combined financial industry experience that enables us to maximize our clients’ financial potential and make their dreams a reality. Our asset managers provide clients with the following and more:
Our investment platform includes security investments such as stocks, bonds, mutual funds and private equity investments. The best interest of our clients is always the top priority at Graham Capital Advisors, and investments are always selected on the goals and needs of each individual client. Our asset managers constantly monitor investments and make changes in strategies and plans when necessary to maintain growth while protecting your current assets.
The Graham Capital Advisors’ portfolio of services includes asset management, retirement planning, estate planning, wealth management and wealth preservation. David Graham leads our asset managers and other financial planners and is renowned throughout the industry as “the Retirement Guy”. He is one of only two Master Certified Estate Planners in Florida and the host of the number one rated, live financial show in Florida, “Guaranteeing Your Retirement”. Broadcast in Tampa, Clearwater, Brandon, Sarasota, Palm Harbor and surrounding cities on 970 WFLA and 1250 WHNZ, his show is not to be missed. Contact us today and schedule a consultation to start planning for the future by growing and securing your assets with the investment and wealth management team at Graham Capital Advisors.