Your Personal Investment Professional
Phone: 727.360.4499

Money Management for Discerning Investors

If you are looking for an experienced, informed and conflict-free  investment partner, who’ll help you get the most from your investments, you’ve come to the right place

We offer personal investment management with common sense portfolios, transparent fees and no conflicts of interest.  Work with an experienced Portfolio Manager who knows you personally.  Our Senior Manager, Dena Minning, will customize an investment strategy to meet your unique needs.  Dena will discuss how involved (or uninvolved) you would like to be in the management of your portfolio, and establish a strategy and an approach that makes you comfortable.  Because, with Personal Asset Management, it’s all about YOU!

How can you judge whether you’ll be happy with us? 

If you answer “yes” to any of these questions, it’s a pretty safe bet…

  • Are you uneasy because you do not have the time, interest and/or ability to manage your own portfolio?
  • Do you wish you could find a competent and trustworthy person who could help your money make money?
  • Are you concerned that your best interest may not be driving your advisor’s recommendations?
  • Do you wonder if your advisor really has any more than a surface understanding of investments?
  • Are you innundated with information but still don’t know how your investments are doing?
  • Do you wonder if having hundreds of positions and frequent trading is really necessary?
  • Do you feel your portfolio isn’t noticed until it is down substantially?
  • Are you mostly in the dark regarding how much you pay to have your money managed?