Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

About

About This Business

We manage investment portfolios for a broad range of individual, family, trust and retirement accounts, with objectives that range from long-term total returns to income generation depending on each client's needs.

Products and Services

We manage client accounts that are in custody at large broker-dealers such as Charles Schwab or Fidelity. Our management fees are based solely on the size of our client accounts. We focus on highly-liquid securities and we don't sell annuities.

Business Details

BBB File Opened:
10/5/2010
Business Started:
3/18/2008
Business Incorporated:
3/4/2008
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Raul Elizalde, Managing Member

Additional Contact Information

Principal Contacts
Mr. Raul Elizalde, Managing Member
Customer Contacts
Mr. Raul Elizalde, Managing Member
Fax numbers
Primary Fax: (941) 296-7375
Social Media
Twitter
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD1573563 for this business, issued by Div of Securities & Investor Protection. The expiration date of this license is 8/31/2026.

Div of Securities & Investor Protection

675 Piper Blvd Unit 2

Naples FL 34110

BBB records show a license number of 146891 for this business, issued by Div of Securities & Investor Protection. The expiration date of this license is 8/31/2026.

Div of Securities & Investor Protection

675 Piper Blvd Unit 2

Naples FL 34110

BBB records show a license number of IA0904107 for this business, issued by Florida Office of Financial Regulation. The expiration date of this license is 12/31/2025.

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

Additional Information

Refund and Exchange Policy
We charge fees quarterly, in advance, based on the value of managed assets. We do not prorate charges upon deposits or withdrawals during the quarter, but we refund the unused fee portion whenever a client wishes to cancel the management contract.

Industry Tip

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.