Village of Golf, FL Office

Bearing360 Wealth serves individuals — including high-net-worth clients — as well as family offices, trusts, estates, private foundations and corporate entities, providing personalized financial planning and discretionary investment management. The firm manages portfolios using a broad set of securities and vehicles, including equities, corporate and municipal bonds, mutual funds, ETFs, REITs, private funds/alternative investments, closed-end funds, options and structured notes, and may engage unaffiliated external managers for portions of client assets.

Bearing360’s process is client-centered and begins with comprehensive fact-finding to align investment strategy with each client’s financial condition, tax situation, liquidity constraints and goals; written financial plans and periodic reviews are integral to the relationship. The firm primarily applies fundamental analysis, supplements that with technical analysis for timing, generally favors long-term strategies but will implement shorter-term trades and option strategies (e.g., covered calls, protective puts) or alternative investments when appropriate to manage risk, income or tax outcomes.

The firm discloses use of third‑party referral and endorsement arrangements and states that such solicitor agreements are documented in writing with required disclosures and client acknowledgements, a practice that is less common among comparable team firms. Bearing360 also participates in an institutional custodial platform that provides marketing, technology and other transitional support (including capped reimbursements and initial-period assistance) and discloses that certain advisory personnel are licensed to sell insurance and may receive commission-based compensation.