A complete list of active advisors currently associated with Preservation Capital Group
Warmer can help you find a great advisor at Preservation Capital Group or one who fits your needs even better.
The firm manages discretionary investment portfolios for high‑net‑worth investors, foundations, trusts and corporations, and its brochure indicates it also serves institutional relationships. It provides ongoing portfolio management focused on publicly traded equities and fixed‑income instruments while clients retain custody of their assets with third‑party custodians. Investment selection is driven by a fundamental analysis framework that examines company financials, business operations and relative valuation, with a stated objective of holding securities for a minimum of three years though holding periods may vary. The adviser operates as a fee‑only, asset‑based fiduciary for managed accounts and exercises discretionary authority to implement its strategies on behalf of clients. Compared with many solo independent firms, the brochure highlights an emphasis on foundations and corporate/institutional accounts rather than mass‑market individual clients, and it discloses paying third‑party referrers a portion of its management fee. The firm also disclosed a 2015 administrative settlement with the Florida regulator addressing contract disclosure, invoicing and net capital technical violations.
To learn more about the advisors currently working at Preservation Capital Group, 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 |
|---|---|---|
Sarasota, FL
| 37
|
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