Professional Portfolio Management

Helping Preserve Lifestyles
Loss averse client portfolios offer opportunities for positive returns
in all market environments.

Clients are served from offices in
Florida and California.


Securities offered through Syndicated Capital, Inc.
1299 Ocean Avenue, Suite 210
Santa Monica, CA 90401
Member FINRA and SIPC
Past performance is not indicative of future returns.
There are no guarantees of success. You may gain or lose money.


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