People often think that investment firms are the same as investment companies. However, they do differ in a few ways. Investment companies are defined by the federal government and the Securities and Exchange Commission as “… a company (corporation, business trust, partnership or limited liability company) that issues securities and is primarily engaged in the business of investing in securities”. Investment companies fall into three different categories: open-end companies, closed-end companies and unit investment trusts. This differs from brokerage and investment firms that handle the selling and trading of mutual funds, stocks, and other products issued by investment companies.
The many laws, regulations and complexities of the financial world are one of the reasons investors often turn to investment and wealth management firms. Graham Capital Advisors is the investment firm that tailors financial plans to each client’s needs and goals. Our clients at Graham Capital Advisors often don’t have the desire, time, experience and/or knowledge required to attain the financial results achieved by the professional investment advisors on our team. Our unsurpassed personalized estate planning, retirement planning, wealth management and other services at Graham Capital Advisors include the following and more:
The investment platform at Graham Capital Advisors offers products from investment companies that are not available at other Tampa Bay wealth management firms. In addition to security investments such as stocks, mutual funds, corporate and other types of bonds, our platform includes private funds investment opportunities. The types of investments included in individual plans vary, because the financial situation, needs and goals of every client are different. We offer complimentary consultations to those in Tampa, Clearwater, Sarasota, Palm Harbor and the neighboring regions. During a consultation, you will meet with certified planners who will explain our services, answer questions and discuss your goals and future needs. Contact us today and put the power of Graham Capital Advisors behind you to maximize your financial potential and turn your dreams into reality.