• 305-523-6510
  • 2333 Ponce de Leon Blvd
  • M-F 9am-5pm EST

ADVISED BROKERAGE

Our personalized investment strategy is centered on our clients’ specific needs.

Our Brokerage Services team reviews your investment portfolio providing you relevant information and market updates. We provide easy access to your account via our portal linked to NetXInvestor, powered by Pershing LLC.

ADVISED SOLUTIONS

We start with a comprehensive conversation allowing us to understand your financial goals, investment objectives and risk tolerance.
Afterwards, our Brokerage Services team evaluates your investment profile offering alternatives which aim to balance risk and rewards.
Once the investment alternatives are selected, a portfolio is built based on your investment profile.
Lastly, our Brokerage Services team executes the transactions on your behalf.

Let’s start a conversation.
We invite you to connect with our Investment Team.