A complete list of active advisors currently associated with Boca Retirement Strategies Inc.
Warmer can help you find a great advisor at Boca Retirement Strategies Inc. or one who fits your needs even better.
The firm provides portfolio management and comprehensive financial planning to individuals and a small number of institutional and non-profit clients. It prepares an individualized Investment Policy Statement for each client and offers services on both a discretionary and non‑discretionary basis. Investment decisions draw on a mix of charting, cyclical, fundamental, technical analysis and modern portfolio theory and are implemented with a long‑term trading orientation. Portfolios are built from mutual funds, equities, fixed income, ETFs (including precious‑metals sector ETFs) and Treasury inflation‑protected securities, with quarterly monitoring and custodian‑provided reporting. Noteworthy for its size, the adviser manages roughly $2.9 million across about two dozen clients while serving a broader client mix that includes pension and profit‑sharing plans, charitable organizations, and business/insurance entities. The principal maintains an unrelated full‑time occupation outside the firm, the firm does not use third‑party managers or wrap programs, and it reports no disciplinary history.
To learn more about the advisors currently working at Boca Retirement Strategies Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jupiter, FL
| 5
|
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