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I am a Certified Financial Planner CFP(c) Practioner, doing businees as Global Investment and Risk Advisors, LLC, a Florida registered LLC. I am also a Registered Investment Adviser registered in the State of Florida and carry a Life, Health and Variable Annuity Insurance License..
I am an independent "fee only" financial planner and investment adviser not affiliated with any broker dealer, mutual fund or insurance company. All my clients are hand picked and the result of word of mouth or referrals.
Investment strategies are developed for each client individually. Some clients execute their own trades, others grant a LImited Power of Attorney. However,even with a LPOA all new investments are
discussed with client and approved by client..
In a small personal account I practice a "day to a week" tactical trading activity.mostly to be tuned in to the markets. All these tactical decisions are based on technical indicators, mostly MACD, Stochastics and Moving Averages. Instruments used for this dynamic strategy are Index ETFs, moslty SPY and QQQQ, and related inverse or leveraged ETFs.
Strategies for client portfolios use ETFs extensively, While a few selected individual stocks may be part of US domestic portfolios, all non-US portfolio components, often up to 20%, are implemented with ETFs or Country Specific Funds.
Dividend stock ideas & income, ETFs, Options, Retirement savings
239 601 1673
Global Investment & Risk Advisors, LLC
A relationship with our firm will provide comfort in dealing with today’s financial challenges and confidence that someone with integrity and honesty is on your side to achieve your financial goals. Financial Planning and Wealth Management is an ongoing process and GIRA will keep you on your path, asking the
right questions, keeping you informed, providing specific advise and recommendations. Except for the Initial Planning and Implementation as well as Periodic Review Meetings, you will dictate the degree of your involvement. Our investment management services will be designed to meet your objectives, either on a fully discretionary basis, or by way of recommendations implemented with your financial institution. Any invested asset will always be under your own control, as our involvement is governed by a Limited Power of Attorney, allowing the execution of trades, but not the transfer of money or any other asset. We strongly advise our clients to NEVER write a check or tranfer funds to purchase an investment directly to an individual advisor. For those clients who like to be active at the steering wheel i.e. laptop computer to implement and monitor investments, we will watch over their shoulders, adding value with our recommendations and in sharing our experience. A relationship with GIRA will allow you, the client, to feel comfortable with all aspects of your financial affairs, keeping as much control as you wish, or delegating administration and management to GIRA as your Wealth Manager.
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