Veteran Advisors Join Forces to Enhance Investment Services
Introducing Bastion Fiduciary: A New Era in Financial Services
In an exciting development for the financial advisory landscape, Islamorada Investment Management has successfully acquired Picket Fence Financial, creating a new entity known as Bastion Fiduciary. This strategic merger brings together two esteemed, veteran-owned firms committed to delivering comprehensive investment and planning services to clients.
The Formation of Bastion Fiduciary
Bastion Fiduciary aims to combine the strengths of both organizations. With a significant amount of assets under management, the new firm will leverage a variety of proprietary investment strategies that meet the unique needs of its diverse clientele. This partnership emphasizes a fee-only service model, reinforcing their commitment as fiduciaries who prioritize client interests.
Highlighting the Key Features
The newly branded firm will manage approximately $110 million in assets, showcasing its robust position in the financial markets. Bastion Fiduciary also enjoys the distinction of being SEC-registered, an important credential for any investment advisory firm. This merger will allow for the integration of various proprietary value investing strategies, as well as a full suite of financial planning services designed to tackle varying levels of complexity.
Among the firm’s highly qualified staff, there are two Certified Financial Planners (CFPs), three MBA graduates, a Chartered Financial Analyst (CFA) charterholder, and several other professionals with advanced degrees. This wealth of expertise ensures clients will receive exceptional guidance.
The Leadership Team
Cale Smith, the Managing Partner of Islamorada Investment Management, has embraced his new role as CEO of Bastion Fiduciary. He shares a long-standing friendship with Kirk Kinder, the CEO of Picket Fence Financial, who will step into the position of Director of Financial Planning at Bastion. Their camaraderie dates back to their time at the U.S. Coast Guard Academy, where they graduated together in 1994.
Smith is enthusiastic about the potential of this partnership, stating, "Teamwork will expand our in-house expertise to cover tax and retirement planning more comprehensively. Additionally, we can now offer clients more diverse investment portfolios using low-cost index funds." Kinder has expressed his excitement about the merger as well, emphasizing their mutual goals of transparency and client-focused service.
The Name Bastion Fiduciary
The choice of the name Bastion Fiduciary reflects the founding team’s military background, symbolizing strength and commitment to client service. Inspired by the imagery of a 'star fort,' the name highlights their dedication to being stewards in the financial realm rather than merely salesmen. This philosophy of fiduciary responsibility is central to their mission.
Future Plans and Committed Values
Bastion Fiduciary will proudly establish its headquarters in Islamorada, Florida, further enriching its community-focused mission. As the company moves forward, plans for additional service offerings are set to be unveiled in the near future. They aim to provide clientele with complete transparency regarding their financial pathways, reinforcing trust and long-term relationships.
About Bastion Fiduciary
Bastion Fiduciary is more than just an investment advisory firm—it is an embodiment of cultural values, community spirit, and character integrity. Founded by military veterans, the firm emphasizes disciplined processes, personal integrity, and transparent client dealings. Their goal is to ensure long-term investment success for all clients while providing clear and consistent communication to aid informed financial decisions.
Frequently Asked Questions
1. What is Bastion Fiduciary?
Bastion Fiduciary is a newly formed investment advisory firm resulting from the merger of Islamorada Investment Management and Picket Fence Financial.
2. What services does Bastion Fiduciary provide?
The firm offers a full range of financial planning services, including asset management, tax, and retirement planning.
3. Who leads Bastion Fiduciary?
Cale Smith serves as CEO, while Kirk Kinder is the Director of Financial Planning.
4. Where is Bastion Fiduciary located?
The firm is headquartered in Islamorada, Florida, with plans to expand its service offerings soon.
5. What is the firm's approach to client service?
Bastion Fiduciary emphasizes transparency, fiduciary responsibility, and a commitment to putting client needs first.
About The Author
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