Investors Choice
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers insurance-based financial services to individual clients, focusing on index annuities, life insurance and related insurance products, and it also provides separate financial planning and one‑time consulting services. Its brochure discloses that compensation for its primary business is paid by insurance companies rather than collected as ongoing asset-based adviser fees.
Investment activity is carried out through insurance company platforms and products, with account access and annual reporting provided via those insurance custodians. The firm does not take custody of client assets or manage discretionary securities accounts and emphasizes aligning clients’ risk tolerance with long‑term investment goals.
Notable differences from many investment-manager peers include its role as a licensed insurance producer and its reliance on insurer-paid compensation instead of percentage-of-assets-under-management fees. The firm also discloses that it may undertake client‑paid consulting on private placements (including energy-related deals), a service approach that is less common among managers focused on pooled or institutional mandates.
Client services
Expertise
Fee options
Compensation paid by insurance companies for insurance product sales; consulting fee up to 7% of private placement investment amount
Financial planning services at $250 per hour
Fee-only: Financial planning services at $250 per hour
Main office
Tampa FL
Advisors at this office
1
Most active in
Texas
Also doing business as
Difran Corporation · Investors Choice · Investors' Choice
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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