FORWARD THINKING. PROACTIVE MANAGEMENT. A registered investment advisor in Winter Park, Florida that serves as an asset manager and sub-advisor to a broad range of clients and investment professionals. Our mission is to create unique investment solutions that help our clients meet their long-term goals. We are also specialists in helping clients with concentrated stock positions. See our website for more information about our Strategies and concentrated solutions. Conventional buy-and-hold investment strategies can fail to keep pace with rapid globalization of economies and financial markets. We implement forward-thinking investment strategies that proactively adapt to the evolving investment landscape.