First Security Capital Management, LLC

First Security Capital Management, LLC is a FEE ONLY investment adviser that 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.  We are a registered investment advisor with the SEC and work closely with a full service tax preparation and estate planning firm.  Our proprietary money management system, FOLLOW THE MONEY, offers many advantages that may be unavailable through a traditional stock broker, CPA, bank or other Venice and Sarasota FL financial advisors.

 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. 

Our Chartered Financial Consultants and CERTIFIED FINANCIAL PLANNER™ (CFP®) certificants work closely with Enrolled Agents licensed to practice before the IRS to develop a comprehensive 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.

We offer access to a complete range of diversified portfolio management services with our proprietary tactical asset allocation and management system, FOLLOW THE MONEY.  Our Venice FL finance investment team 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, we review your portfolio daily to make sure your 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 work closely with Sarasota Tax Planning allowing us to leverage their experience in accounting and taxation to offer our client's a holistic approach to all of their finanical decisions.  Sarasota Tax Planning offers a broad range of services including small business accounting, QuickBooks® bookkeeping services and training, income tax preparation, offer in compromise (OIC) to the IRS, and daily money management for busy professionals and seniors.