Islamorada, FL Office
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Bastion Fiduciary
Team
Firm-wide stats for Bastion Fiduciary
About
Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to a mix of clients that the brochure identifies as individuals, high-net-worth individuals, charitable organizations, and corporations, and it also operates as a sub-adviser to an investment company. The firm offers tailored financial planning engagements (hourly, project-based, or ongoing) alongside discretionary portfolio management based on client suitability data.
The firm outlines an investment approach grounded in modern portfolio theory and fundamental analysis, deploying common stocks, mutual funds, and exchange-traded funds to build diversified portfolios and adjusting allocations for tax and suitability considerations. Adviser-client relationships are tailored at onboarding, clients may impose investment restrictions, and accounts are reviewed at least annually with written reports provided to clients.
Distinctive features disclosed in the brochure include Bastion’s role as a sub-adviser and portfolio manager to exchange-traded funds and its stated financial interest in the fund(s) it manages, a potential conflict the firm acknowledges. The firm is a relatively new, small team managing only discretionary assets (about $125 million as of 12/31/2025) and discloses that it does not vote client proxies, which may be material for institutional or fund clients.
Based on Bastion Fiduciary
Expertise
Based on Bastion Fiduciary
Location
Islamorada FL
Advisors at this office
3
Advisors at this office
Jeffrey A
CFP®, Series 65
Islamorada, FL
Bastion Fiduciary
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 R
Series 63, Series 65
Islamorada, FL
Bastion Fiduciary
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 S
Series 65
Islamorada, FL
Bastion Fiduciary
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.
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