About Us:

Powis Capital Management , LLC is a South Florida investment management firm that works with clients of all ages, race, ethnic group, income level, etc. to develop financial solutions to the problems of asset management, retirement/estate planning, college savings, and debt management. Our emphasis is to first establish a financial goal (s) or plan so that a “road map” can be developed to provide direction and focus towards the objective.

Oftentimes, we find clients who had previously hired a broker to buy and sell stocks and bonds for them. The problem with that approach is that your interests may not necessarily coincide with the broker’s interests. For example, the broker needs to buy and sell securities almost constantly. Why? His or her income is dependent on the amount of transaction fees they can generate. This does not always make for meaningful gains in the client’s net worth. So again, we must first establish what it is you want to accomplish. Early retirement? If so, we must select investment vehicles that are appropriate for meeting that goal. It may be a well-diversified portfolio of stocks and bonds. It could be an annuity supplemented with cash-value life insurance. Another dilemma could be how to plan for college savings in the most tax-efficient way. We conduct research on the various state-run 529 plans. We are prepared to make recommendations on which plans meet the specific needs of your situation.

Unlike the broker, we as money managers care only about meeting your primary objective: Increasing your net worth. So instead of the constant buying and selling of securities our focus is to grow the value of your net worth. Our management fee is “decoupled” from these trading costs.

You can reach Chris McClave, the President of Powis Capital Management, LLC at (954) 701-3097. You may also fax us at (954) 752-8617. Our e-mail address is chrism@myacc.net.