A complete list of active advisors currently associated with Selected Objectives LLC

Warmer can help you find a great advisor at Selected Objectives LLC or one who fits your needs even better.

Selected Objectives LLC is applying to be a Florida state‑registered investment adviser and offers discretionary portfolio management services to a range of client types (the brochure lists individuals, high‑net‑worth clients, corporations and trusts) while charging asset‑based advisory fees; the firm currently reports approximately $0 in client assets and no active clients. It states it provides continuous supervision over specified accounts held at qualified custodians and can manage accounts on a discretionary basis with clients able to impose reasonable investment restrictions. The firm combines fundamental and technical analysis and uses a mix of long‑term and short‑term strategies, noting the ability to employ options strategies, short sales and occasional frequent trading, and indicating client portfolios typically have heavier allocations to stocks and options than to bonds. Services are tailored through interviews and questionnaires, accounts are reviewed at least quarterly, and the firm describes a cautious approach to market timing—generally avoiding attempts to time markets and modestly increasing cash as warranted. Distinctive features disclosed in the brochure include an affiliation with an insurance company and the principal’s ongoing involvement in selling insurance products and mortgage origination, activities the firm identifies as potential conflicts of interest it seeks to mitigate through its Code of Ethics and disclosure practices. The firm also emphasizes use of an institutional custodian relationship (Interactive Brokers) to access institutional trading, research and technology services, which the brochure notes may factor into its custody and brokerage recommendations.

To learn more about the advisors currently working at Selected Objectives LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.