Florida Atlantic Securities is an independent investment advisory firm located in Miami, Florida. We provide comprehensive investment advice to foundations, endowments, charitable organizations, high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent guidance and counsel. We are responsible for the creation and implementation of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, manager selection, and performance analytics. Our firm caters to a selective group of clients who share our long term approach to investing.
In 1997, Alan Pareira and Andy Fernandez founded Florida Atlantic Securities with the goal of providing unbiased and independent investment advice to individuals, families and institutions in an intelligent and transparent manner. Both Alan and Andy began their careers at large Wall Street firms and that experience led them to believe that they could better serve a select group of clients on an independent platform.
Since inception the firm has grown alongside our clients to become an important provider of financial services in South Florida. Today, Florida Atlantic has responsibility for approximately $500 million in assets for individuals and families, family offices, nonprofit organizations, foundations and endowments.
The owners and employees of Florida Atlantic have over 100 years of financial services experience.
Our firm clears and custodies with Fidelity Investments correspondent clearing arm, National Financial Services.