First Security Capital Management, LLC is a registered investment adviser based in Venice, FL, serving investors in the Venice and Sarasota area for over 30 years. They provide personalized financial advice, individualized stock and bond portfolios, and investment management expertise, following the value investing concepts of Benjamin Graham. As a fee-only firm, they prioritize their clients' best interests and do not sell insurance, mutual funds, or annuities.
First Security Capital Management, LLC works exclusively with retired clients and their children, focusing on building wealth, protecting it, and passing it down from one generation to the next. They develop comprehensive financial, estate, and tax plans, working closely with CPA's and accountants to ensure their clients' investment and tax strategies align with their goals. With a commitment to objective analysis and advice, they use various strategies to control risk and determine investment sectors, while regularly reviewing portfolios to match changing circumstances and personal living estate plans.
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