Naples, FL Office
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Fieldstone Money Management, Inc.
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Firm-wide stats for Fieldstone Money Management, Inc.
About
Fieldstone Money Management serves individual and high‑net‑worth clients, providing discretionary asset management for roughly 57 client accounts and managing about $9.7 million in client assets. The firm offers portfolio management across individual stocks and bonds, ETFs, mutual funds and options, and is compensated on a percentage‑of‑assets basis like most peers.
The firm’s investment process blends fundamental and technical analysis, charting and cyclical considerations, and implements long‑term, short‑term and trading strategies including use of options, short sales and margin when appropriate. Portfolios are reviewed at least quarterly with rebalancing as needed, cash balances are typically held in conservative instruments (money market funds, CDs, high‑grade paper) and clients may impose reasonable investment restrictions.
A distinctive feature is the firm’s affiliation with accounting and tax practices: its advisory representatives also provide accounting services, and the brochure discloses that the firm’s principals devote approximately 90% of their time to those outside activities, an arrangement that is relatively uncommon among similar supported firms. The firm does not offer wrap fee programs, does not charge performance‑based fees, and does not take custody of client assets.
Based on Fieldstone Money Management, Inc.
Expertise
Based on Fieldstone Money Management, Inc.
Location
Naples FL
Advisors at this office
1
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