Wealth Preservation & Transfer
With unpredictable markets and an ever-changing economic landscape, risk is inevitable—and we are continuously assessing how to help shield our clients from downside risk. By evaluating the risks you face and understanding your unique risk tolerance, we can help you preserve your accumulated wealth and establish a plan for continued growth—ensuring you are moving toward your most important financial goals.
Risk Management
We believe significant wealth accumulation and risk management go hand in hand. While most investors buy and hold—that’s not our philosophy. We follow a sell discipline to help our clients safeguard their assets. Our proprietary algorithm manages risk levels on a macro (economic) basis and a micro (individual security) basis, informing us of which positions we need to sell.
Investments
We look for mispriced, low-risk value securities that may appreciate dramatically over time. We find the securities that are overlooked by Wall Street. Clients have customized portfolios, based on their own unique risk tolerance. We present the big picture and quantify risk to individual portfolios.
Everglades Parkland Advisors offers customized portfolios for each individual investor.
Investment portfolios include the following:
- Stable Income
- Growth and Income
- Aggressive Growth
- Hedged Equity
Additional Specialties
- Retirement Planning
- Estate & Legacy Planning
- Financial Planning
- Insurance
