Valrico, FL Office

Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high‑net‑worth households, tailoring portfolios to client objectives, risk tolerance, time horizon and liquidity needs. The firm generally charges asset‑based fees and provides continuous supervision and re‑optimization of client accounts.

Its investment process combines fundamental, technical and general market/economic analysis across equities, fixed income and cash, using individual securities and ETFs; portfolios may include concentrated positions and the firm may, depending on conditions, exclude particular asset classes for extended periods. Accounts are managed on a discretionary basis with formal annual reviews and compliance controls intended to limit conflicts of interest, including pre‑clearance requirements and brief blackout periods for personal trading.

Noteworthy distinctions include managing approximately $259 million in discretionary assets while operating with a very small advisory team and a sole owner, resulting in an unusually high assets‑under‑management per advisor relative to peers. The firm is also affiliated with another SEC‑registered investment adviser (it owns equity in that affiliate and senior personnel perform roles at both entities), a structural detail disclosed in its brochure and reflected in the principal’s time allocation.