You Imagine Your Future.
Floxy Trade, Inc. Helps You Get There.

Our Wealth Management Services

We provide a tailored approach to investment management and financial planning that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.

If you already own investments, like annuities, Floxy Trade, Inc. can discuss and provide information about them to help determine if they make sense for your investment goals. This results in a personalized investing approach consistent with your goals and needs.

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Financial Planning

We believe our approach to financial planning is simple. Where some firms might create a seemingly complex financial plan in order to sell you pre-packaged, commission-based products, Floxy Trade, Inc. doesn’t. Instead, we focus on providing you with a personalized plan that serves as the basis for us to build a portfolio tailored to your financial situation and goals.

Portfolio Management

We don’t sell cookie-cutter portfolios. We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. At the conclusion of this detailed review, we provide you with a portfolio strategy recommendation, which we believe will maximize the probability of achieving your investment goals and objectives.

Annuity Evaluation

We frequently see investors who were sold annuities that don’t support their financial goals. Or investors who bought an annuity, but didn’t fully understand the fees, costs, penalties or other important details. In our view, there are often better options for your wealth.

Our Annuity Evaluation Program offers a no-obligation annuity contract review. Following our review, we’ll present you with a summary of your annuity and the details that are important for you to know. If you determine an annuity isn’t right for you and your financial goals, we’ll explain your options.

A Global Investment Manager Who Is Focused on You

Proactive Advice

As a client, you’ll hear regularly from an Investment Counselor who knows you by name and keeps you updated on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why—so you feel comfortable with your strategy.

Institutional Expertise

Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinize a number of investment advisers before hiring one. Floxy Trade, Inc. has a long history of managing assets for such institutions and provides similar institutional knowledge to individuals and families. Investing with us means you get a disciplined investment strategy along with our high-touch client service.

Global Opportunities

We seek to maximize opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. Home-country bias may also lead to a lack of portfolio diversification. Investing globally helps us take advantage of worldwide opportunities other money managers may miss.

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The information on this website does not convey an offer of any type and is not intended to be, and should not be construed as, an offer to sell, or the solicitation of an offer to buy, any securities, commodities, or other financial products. In addition, the information on this website does not constitute the provision of investment advice.No assurances can be made that any aims, assumptions, expectations, strategies, and/or goals expressed or implied herein were or will be realized or that the activities or any performance described did or will continue at all or in the same manner as is described on this website.

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