Investing in stocks or a mutual fund can be an excellent means of generating additional income for your household. While investments such as these can be self-managed by those with the appropriate background and knowledge base, most people rely on experienced and professional investment managers to oversee their investments and manage their investment portfolios.
At Graham Capital Advisors, we have an experienced team that is comprised of some of the greatest financial minds in the state of Florida, and when you entrust us with your financial management, you will have a dedicated financial manager who will work closely with you to help you meet and exceed your financial goals.
First, we will closely examine your current investment strategies and determine whether any adjustments need to be made. Next, we will help you determine what types of investments will best suit your needs, and because we have a vast investment platform, we can present you with the opportunity to begin investing in stocks, stock mutual funds, private funds and more.
Individual Stocks: Individual stocks allow you to purchase one or more shares into a specific company or organization. Drawbacks to individual stocks include a lack of diversity in your investment portfolio. This lack of diversity often brings with it a greater financial risk.
Stock Mutual Funds: Stock mutual funds involve the purchase of small pieces of several diverse stocks in one transaction. Since this type of mutual fund investment is more diversified and often requires less capital to grow your portfolio, stock mutual funds are often a safer investment making it the preferred investment option for those planning for retirement.
We gladly assist investors from Tampa, Clearwater, St. Petersburg, Carrollwood, Palm Harbor and the surrounding cities, so contact us today to schedule a complimentary consultation with one of our expert investment managers and determine if investing in stocks or a mutual fund is the right strategy to meet your financial goals. Our comprehensive financial services include wealth preservation, retirement planning, wealth management, estate planning and more, all of which allow us to be your single source for all of your financial services needs.