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      General Info

      Since 2002, Sarasota Capital Strategies’ guidance has helped retirees relax and enjoy their retirement by using a tactical investment approach that manages risk while enhancing returns. Our adherence to this investment philosophy allows our clients to concentrate on their personal lives while minimizing their concerns about uncertain markets. Our founders, Ian & Tony, have created a culture where cutting-edge ideas are combined with client-centered thinking to produce relationships that last a lifetime. We are a fee-only SEC Registered Investment Advisor, not product salespeople, which aligns our goals with yours. We win when you win, we lose when you lose - it’s that simple. Since we are a fiduciary, your interests come before ours. No firm makes 100% accurate investment decisions, including us, but what we can promise is that every investment decision we make has your best interest in mind.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 941-918-2255

      ExtraTollFree - 888-383-8399

      Address:
      460 S Tamiami Trl Osprey, FL 34229
      Email:

      Link:

      http://www.etfpros.com

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      Categories
      Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments
      Services / Products
      Your financial life is the business of Sarasota Capital Strategies, people who understand the lifestyles of active retirees, those approaching retirement and the active investor. ?Our investment strategy strives to deliver positive returns through up, down, and sideways markets. Our strategies target the smoothing of returns by sidestepping deep declines in the markets., Simple mathematics show that the return needed to reach break-even after experiencing an investment loss is always greater than the loss percentage. We understand the importance of avoiding losses which could take years for you to recover from., You'll enjoy spending your quality time knowing your money matters are in the hands of people whose primary concern is your financial wellbeing., Individual investors have been conditioned to "buy and hope" by Wall Street for years. As a result, they generally do not consider the effects of a substantial market downturn and how to protect their assets when (not if) it happens. With that in mind, we created strategies for individual portfolios by using primarily Exchange Traded Funds (ETFs). Risk management is the central theme of the absolute return style and to all of our strategies. We mitigate risk by using various methods such as choosing diversified indexes across multi-asset classes, using targets, stop-loss orders, alerts and hedging. In other words, we actively manage your portfolio with the goal of maximizing its potential while attempting to minimizing its overall volatility.
      Neighborhood
      Sarabay Acres
      Associations
      National Association of Active Investment Managers (NAAIM),Market Technicians Association (MTA),Financial Planning Association (FPA)
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