A complete list of active advisors currently associated with Candor Strategic Partners LLC
Warmer can help you find a great advisor at Candor Strategic Partners LLC or one who fits your needs even better.
Candor Strategic Partners LLC is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management to family offices, corporations, and other pooled or institutional clients, and also offers comprehensive financial planning, ongoing plan support, and standalone planning engagements. The firm implements diversified portfolios using mutual funds, exchange-traded funds, and outside managers while providing periodic reviews and client reporting. The firm constructs tailored target asset allocations informed by Modern Portfolio Theory and uses a mix of fundamental, technical, cyclical, and charting analysis to select investments across growth, balanced, income, and aggressive-growth strategies. Portfolio supervision is continuous with at least quarterly reviews, and trade execution and custody are facilitated through an institutional platform relationship. Distinctive features include a principal who is also licensed to offer insurance products, reflecting an insurance-affiliated element that is uncommon among peers, and the availability of hourly financial-planning engagements as an alternative to asset-based management. The firm is newly formed and disclosed the principal’s separate business interests, including passive ownership stakes in state-licensed cannabis ventures and related companies, which the firm identifies in its disclosure documents.
To learn more about the advisors currently working at Candor Strategic Partners LLC, 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 |
|---|---|---|
Ft Lauderdale, FL
| 0
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