Studdard Financial in Sarasota, FL

Q: What approach does Studdard Financial take to investment management?

Studdard Financial emphasizes active portfolio management and risk management, combining fundamental research with technical analysis. This approach helps the company manage downside risk while pursuing long-term growth. The use of trailing stop-loss orders and other techniques is also incorporated into portfolio strategies.

About

Studdard Financial, led by founder Byron Studdard, CFP, provides fee-only fiduciary services including financial planning, retirement planning, and investment management from offices in Sarasota, Florida, and Memphis, Tennessee. With over 30 years of experience, Studdard Financial offers personalized strategies for individuals and families, focusing on active portfolio management and risk management.

Contact information

Studdard Financial

2100 Constitution Blvd #147, Sarasota, FL, 34231, United States

(800) 989-3806

www.studdardfinancial.com/

What services does Studdard Financial offer?

Studdard Financial provides financial planning, retirement planning, investment management, and wealth management services to clients. These services are designed to help individuals and families achieve their financial goals. The company's expertise includes creating personalized strategies for wealth-building and intergenerational wealth transfer.

Where is Studdard Financial located?

Studdard Financial has offices in Sarasota, Florida, and Memphis, Tennessee, serving clients nationwide. The company's locations allow it to provide services to a wide range of clients. Its national reach enables it to serve individuals and families across the country.

What approach does Studdard Financial take to investment management?

Studdard Financial emphasizes active portfolio management and risk management, combining fundamental research with technical analysis. This approach helps the company manage downside risk while pursuing long-term growth. The use of trailing stop-loss orders and other techniques is also incorporated into portfolio strategies.