Firm History

  • 2006
  • 2009
  • 2010
  • 2015
  • 2017
  • 2018
  • Initial launch 2006 as a portfolio management firm in Bradenton, FL

  • Added Strategic Planning Division

  • Added Retirement Plan Division

  • Merged with portfolio manager Jaran Day

  • Added Tax & Accounting Division

  • Purchased Opinicus Headquarters in Tampa, FL