Boca Grande, FL Office

Somerset Group LLC provides financial advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, charitable organizations, and select corporations on both discretionary and non‑discretionary terms. The firm delivers investment management primarily through customized separately managed accounts and discrete investment strategies tailored to client objectives.

The firm’s investment process combines security‑specific research with technically driven analysis and tactical asset allocation, offering strategies such as a blended core total‑return approach, ETF sector‑rotation using relative strength, dividend growth equity, and structured fixed‑income portfolios. Somerset reports its assets as discretionary, employs soft‑dollar research arrangements, and uses derivatives within separately managed accounts to implement tactical or hedging positions.

Somerset is 100% employee‑owned and operates with a small advisory team overseeing roughly $145.6 million for a concentrated client base, with no stated account minimums, which supports individualized portfolio construction. Compared with many peers, the firm’s explicit incorporation of derivatives in SMAs, its relative‑strength ETF sector‑rotation strategy, and operational practices such as client‑directed brokerage options and standing letter of authorization custody arrangements are noteworthy.