Our Investment Philosophy

Our investment philosophy begins with assisting our clients in developing a customized investment portfolio utilizing research and a comprehensive understanding of financial markets and investments. We manage your assets based on your needs, your goals and your tolerance for risk. We believe that a balanced portfolio, diversified among various asset classes can be the most reliable way to meet your individual financial needs. With our guidance, we can aid in the process of meeting and exceeding your financial goals.

Private Wealth Management uses a global macroeconomic approach to manage portfolios with a combination of equities, individual bonds, alternative investments, and real estate strategies. We are active managers with a value oriented and opportunistic strategy. Our global macroeconomic approach places importance on global economic analysis in the assessment of investment decisions.

We manage portfolios similarly to endowments and believe that managing assets for capital preservation is more important than planning for upside growth.

Who We Are


In The News

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How to Gift Like a Billionaire

January/February 2016- Private Wealth Management Financial Advisor Lauren Wright

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Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan

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The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan

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Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan

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The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan

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Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan

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The Habit Loop

March/April 2014- Private Wealth Management President Patrick Buchanan

Private Wealth Management included in Orlando Business Journal's list of top 25 philathropic companies

November 2013

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When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan

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Lake Mary Life: Weather Investing

Jan/Feb 2013- Private Wealth Management President Patrick Buchanan’s,

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Lake Mary Life: Watching the Sunset

Nov/Dec 2012- Private Wealth Management President Patrick Buchanan’s,

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