At BAC Florida Investments Corp., client commitment and a personalized approach to portfolio building are the foundation of our investment philosophy. Our clients benefit from our global market knowledge, our competitive pricing and our open architecture.
OUR INVESTMENT APPROACH
We build a roadmap to your financial performance
1. In-depth ConversationOur team will have an in-depth conversation with you to coherently map out your ultimate financial objectives, to better understand your risk tolerance and to guide you towards financial success.
Determine Asset AllocationOur professionals will help you design a plan and determine a proper asset allocation. You will be provided with various suitable investment options to properly align to your objectives.
Customize PortfolioOur team will provide you with alternatives as they recognize market trends and understand global economies. We will customize your portfolio to meet your specific investment objectives.
Execute your TransactionsOnce your portfolio’s asset allocation has been determined, our brokerage services and trading team will execute your transactions.
Monitor your InvestmentsWe will assist you in monitoring your investment portfolio, provide you with market updates, and identify new strategic opportunities.