There are many factors to consider when you are looking for an investment manager to oversee and make changes to your mutual funds and other investment holdings. First and foremost, the reputation, integrity and experience of both the investment manager and the financial investment firm is of the utmost importance. Other important considerations when selecting an investment manager include the investment firm’s portfolio of services and investment platform and whether the firm has the type of investment manager you need.
Our entire team of certified financial advisors and planners at Graham Capital Advisors are experienced with concentrations in one or more of the services in our portfolio which include:
David Graham is the leader of Graham Capital Advisors. He is only one of two Master Certified Estate Planners in Florida, endorsed by Major League Baseball Hall of Fame member Wade Boggs and trusted by radio broadcasters Tedd Webb and Jack Harris. He has over 30 years of financial industry experience and is a “Top of the Table” qualifier of the worldwide financial industry’s charitable organization, the Million Dollar Round Table Foundation. His integrity, wealth of experience and mission of building strong personalized client relationships to meet the unique challenges and goals of each investor are just a few of the valuable assets he brings to his investment team at Graham Capital Advisors.
When they are creating financial planning strategies for investors in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and neighboring cities, an investment manager at Graham Capital Advisors has a variety of investment choices available such as stocks, mutual funds, bonds and private funds funds. They also have access to our legal experts on staff who provide legal assistance such as evaluation of legal documents and the setting up of revocable trusts. Contact us today to learn more about investing in mutual funds and other security investments or schedule a complimentary consultation with one of our certified wealth managers.