Private Fund for Those in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Beyond

The goal of any private fund is to invest in businesses that have the potential to grow and create profits for the equity fund owners. Equity fund investments are most commonly made in common stock or private funds in companies. Investment plans developed for estate planning and other financial services often include investments in stocks, bonds and mutual funds.

Graham Capital Advisors is an investment team of certified financial planners and legal experts with the expertise, experience, endorsements and portfolio of services to create successful investment plans that are personalized to the individual needs and goals of investors. We can offer clients other investment options and services that may not be available from other investment firms. If it is determined that a client would benefit from a private funds fund investment, we have an exclusive partnership with Regis Equity Partners, LLC. This private funds firm is based in Washington DC and is focused on investing in undervalued businesses that have high growth potential.

The driving force behind Graham Capital Advisors is David Graham. He has over 30 years of financial industry experience and is one of only nine Master Certified Estate Planners in Florida. He is a “Top of the Table” qualifier of the charitable organization, the Million Dollar Round Table Foundation. He has made many long-term relationships over the years and is proud to have earned the trust and endorsements of celebrities such as Ted Webb, Jack Harris and Wade Boggs. David and his team are involved in many organizations such as the following:

  • The Financial Planning Association (FPA)
  • National Institute of Certified Financial Planners (NICEP)
  • The National Healthcare Association (NHA)
  • Million Dollar Round Table Foundation (MDRT)
  • National Bar Association
  • National Association of Professional Geriatric Care Managers (GCM)

People in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and beyond choose the personalized service and investment plans that Graham Capital Advisors can provide. For equity fund and other investment opportunities, contact us today and schedule a complimentary estate planning, retirement planning or wealth management consultation.

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