Our investment approach is rooted in collaboration to ensure a thorough understanding of our clients’ needs, future goals and appetites for risk. It’s only then that we can devise a custom asset allocation strategy that delivers results. Our investment philosophy balances asset allocation, tax efficiency and cost effectiveness with goal-driven investing. Ongoing communication assures flexibility and agility to meet changing market conditions as well as changes in your personal situation and goals.

Capital Preservation and Risk Management

At Florence Capital Advisors, our goal is to design strategies and diversify portfolios to reduce risk and enhance return over the long-term. Our emphasis is on risk budgeting and managing for risk, not on short-term portfolio performance. We’ve found that thoughtful, progressive strategies deliver best for sustained long-term capital preservation.

Simple Solutions and Asset Allocation

Simplicity is indeed elegance. Simplifying the investment process and the products used is a hallmark of how the firm approaches investing. Adherence to prudent risk management principles, unbiased macroeconomic research and attention to behavioral finance principles drives asset allocation.

Professional Portfolio Management

Expertise in portfolio management is best illustrated by our record of performance.  At Florence Capital Advisors, it is backed by rigorous due diligence, intimate familiarity with the markets, experience and a long-term perspective. We use a combination of in-house and carefully vetted external managers as appropriate, to ensure our clients’ portfolios remain relevant and appropriate as their needs evolve over time.

Global Resources

An essential benefit for clients is that, as an independent firm, we have the ability to source an unlimited variety of investment opportunities and advanced thought leadership from around the world.

image-solutions Your work, your lifestyle, your life require solutions that are crafted to your needs and your goals, because they are unique.  Florence Capital was founded to help you create the solutions that meet your needs.


We work with a number of global financial resources to provide you with margin and non-purpose loans covering art, aircraft, mortgages and other more complex lending needs.


We protect your wealth with both traditional and private placement life insurance as well as variable annuities, where appropriate.


The key to preparing and executing large monetization events such as pre and post IPO planning, block trades, 144 sales, and business transfers requires a solid cash flow analysis and a planned and skillfully executed liquidity strategy, which we specialize in.


Concentrated portfolios is always part of wealth accumulation. How do you protect it? By using sophisticated hedging and diversification strategies, we can help you mitigate the inherent risks of concentrated portfolios and individual holding.

Strategies for Growing and Preserving Wealth

Free from corporate mandates, we now have the liberty to offer clients a variety of unique and effective strategies in such areas as tax-favored investments and insurance, alternative investments and private equity. Our network of opportunity connects clients to the industry’s leading experts in financial services, giving clients assurance that whatever and however complex their need, Florence Capital Advisors can meet it with appropriateness, timeliness and performance.

Wealth Transfer

Florence Capital Advisors has extensive experience advising clients on the optimal wealth transfer strategies, including charitable giving and trust and estate planning, to achieve their goals. We work closely with clients’ estate planning attorneys and other experts to help minimize tax exposure and maximize family harmony as wealth passes from one generation to another. We also assist clients in crafting and administering business succession plans.

Liquidity Strategies

Integral to each client relationship is a collaborative development to ensure proper liquidity for current requirements, new investment opportunities and unexpected emergencies. Whether you want to explore a new business opportunity or employ complex trading strategies, we work in partnership with you to craft those liquidity solutions that help you to achieve your most important goals.

Private Equity Solutions

For clients seeking to raise capital, we offer advice on sourcing strategies in both the public and private markets. Our extensive contacts in the financial services industry assure fruitful introductions to key strategic partners and investors.

Private Placement Life Insurance and Private Placement Variable Annuities

A proponent of tax-efficient strategies, Florence Capital Advisors advocates the use of private placement life insurance (PPLI) and Private Placement Variable Annuities to help clients grow capital while mitigating tax liabilities. This tool is often used in conjunction with complex planning strategies and philanthropy as a powerful estate planning tool.