Bastion Fiduciary

Lauretta Reeves is a CFA® charterholder with 12 years of industry experience. She is currently with Bastion Fiduciary and has been involved with Islamorada Investment Management, LLP since 2013. Reeves serves as a voting member of the investment committee for the Burroughs Wellcome Fund, an independent private foundation. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm also acts as a sub-adviser and portfolio manager for registered investment companies and ETFs, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios tailored to client suitability and tax considerations.

Ian Gates is a Series 65 licensed financial advisor at Bastion Fiduciary with one year of industry experience. His background includes roles with Bastion Fiduciary, Islamorada Investment Management, and various positions in government contracting and the military. Outside of advising, he has been self-employed in non-investment activities. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and serves as a sub-adviser and portfolio manager to investment companies and ETFs.

Jeffrey Alderfer is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Bastion Fiduciary and Islamorada Investment Management since 2023. His prior experience includes roles at Cambridge Investment Research Advisors, KCA Wealth Management, and Concourse Financial Group Securities. Outside of financial advising, he has worked as a substitute teacher. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm also serves as a sub-adviser and portfolio manager to an investment company and ETFs, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios tailored to client suitability and tax considerations.

John Rotonti Jr. is a financial advisor at Bastion Fiduciary in New Orleans, LA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Bastion Fiduciary and Islamorada Investment Management in 2024, he spent nine years at The Motley Fool. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios using common stocks, mutual funds, and ETFs, and also serves as a sub-adviser and portfolio manager for investment funds and ETFs.

Cale Smith is a financial advisor at Bastion Fiduciary with 17 years of industry experience. He holds a Series 65 designation and previously worked at Islamorada Investment Management, LLP for 16 years. Outside of his advisory role, he serves as the treasurer and finance committee chair on the board of the Florida Keys Electric Cooperative and as a director on the operating board of Mariner's Hospital. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and also serves as a sub-adviser and portfolio manager for registered investment companies and ETFs.