Investment Strategy

In context with your goals, time horizon and risk tolerance, we develop a customized investment strategy that targets an expected return, at a minimum level or average risk and an understanding of the maximum potential loss. We help you understand the numerous risks of each component of your portfolio and how to best protect against it.

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Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.

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Let’s Get Introduced

(941) 879-9290

For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.

If you need some guidance or if you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out our contact form here, or schedule a meeting to get started.