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Florida Investment Advisers

Florida Investment Advisers is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
At Florida Investment Advisers, they believe that the true value of your accumulated assets lies in the comfort and security they provide. Their team members know how financial markets work and the results that can be achieved through sound planning and decision making. Most importantly, they know how to listen to each client's individual expectations. These are professionally managed accounts that use an allocation model to distribute assets among several mutual funds. The allocations and fund selections are reviewed quarterly.
Certain circumstances require specialized expertise in the legal complexities of fiduciary responsibility and tax planning. In these instances, they work in partnership with The Bank of Tampa’s Trust Department. Like their own staff members, these expert professionals are guided by a traditional philosophy, a strategic emphasis on long term results, a focus on personal attention and a confidence that an 800 number is no alternate for local decision making.
Recognizing the knowledge of maximizing all your resources, the company offers a wide range of services designed to facilitate investments, enhance funds availability and streamline your company's operating efficiency.

Their well informed professionals can provide a full range of brokerage services at commission rates that are below those of most brokerage houses. Averaging more than twenty years of service, their investment associates offer experienced advice on your investment decisions.

In addition to the freedom of placing buy and sell orders online, you'll benefit from discount rates and account information 24 hours a day.
As a client of Florida Investment Advisers, you will have access to your investment portfolio 24 hours a day. In addition to viewing current balances and monitoring account activity, their clients also benefit from the conveniences of up to date market news, quotes, financial calculators and other account information. With Florida Investment Advisers, your investment portfolio is never more than a few clicks away.

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