Venice Florida Fee Only Financial Consultants & Investment Advisors
First Security Capital Management, LLC is a FEE ONLY registered investment adviser whose principal has been serving investors in Venice and Sarasota, Florida for over 30 years with a combination of sound financial advice, individualized stock and bond portfolios, and investment management expertise. First Security Capital Management, LLC is registered as an Investment Advisor in the State of Florida and will extend registration to additional states as needed. For information pertaining to the registration status of First Security Capital Management,LLC please contact the State of Florida's Office of Financial Regulation at (850) 487-9687. First Security Capital Management, LLC works closely with full service tax preparation and estate planning firms. Our firm works exclusively with retired clients and their children. We follow the investing concepts of Benjamin Graham, the father of "Value Investing". Adding dividends to this value strategy can add be a significant contributor to the total returns produced in our portfolios.
We believe you should work with someone whose interest is aligned with yours. Registered Investment Advisors have a fiduciary duty to act in the best interests of their clients at all times. That is why at First Security Capital Management, LLC we work on a FEE ONLY basis. We do not sell insurance, mutual funds or annuities. We are not paid any commissions. Our income is earned by working for our clients not for a brokerage firm.
Our firm is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next. We do that by developing a comprehensive financial, estate, and tax plan - your personal Living Estate Plan.
We work closely with CPA's and accountants to develop an investment and tax plan. We are driven to provide objective analysis and advice based solely on your needs and the investment choices available to you. Since our managed portfolios are fee based, there’s no reason for us to make an investment unless it benefits the portfolio. Our allegiance is to you – not to any Wall Street brokerage firm, particular fund group, or big accounting organization. Therefore, our emphasis is on your goals and your comfort level.
Our Venice FL finance investment firm uses technical analysis, fundamental analysis, market trends, and exit strategies to control risk and to determine which sectors to invest in, for how long, and when to take profits.
Perhaps most importantly, portfolios are reviewed daily to make sure investments match your changing situation – your time horizons, your goals, your income tax situation, your income needs, and your feelings about risk; and, then we coordinate all of this with your personal Living Estate Plan.
We welcome the chance to put First Security Capital Management, LLC skills and resources to work to meet your financial objectives. If you would like to set up a complimentary, no obligation, income tax and investment review give us a call at (941)483-3732 or (855)594-2077 or email us at firstname.lastname@example.org.