AS FEATURED IN
Why Choose MarketStrats?
Independent Advisor
MarketStrats works only for you. Unlike other advisors, we do not receive any form of incentives from investment or insurance companies. Our oath of fiduciary duty makes us legally obligated to put your best interests first—where they belong.
Holistic Approach
Sync your financial goals with your life goals. Our comprehensive planning process will create actionable and easy-to-understand steps that will quantify your risk objectives and craft a portfolio that will allow your assets to be managed with purpose.
Powerful Technology
Receive 24/7 access to your financial plan and your managed investments—including those in outside accounts—with our secure online portal. Weekly performance emails and monthly newsletters will ensure that you’re always kept in the loop.
Meet Keith
Hi, I’m a Chartered Market Technician in Cape Coral, Florida. After over a decade in finance, I left the corporate world and moved from up north to share my unique approach to wealth management with you. I’m on a mission to provide complete transparency in an industry often lacking it.
KEITH FINKELSTEIN, CMT • FOUNDER & CEO
Recommended Reading
If You Fail to Plan, You Are Planning to Fail
Benjamin Franklin was not talking about our investment portfolios, but he might as well have been. Many investors know that the US stock market has averaged an approximate 7% return per year since its inception. [...]
Success Is Hard to Come by With Active Management
For decades, it has been Wall Street’s best-kept secret that actively managed funds typically generate worse returns than their benchmark. Every year there are research studies done to measure portfolio managers’ effectiveness, and every year [...]
What Matters Most
To no one’s surprise, April was an absolutely awful month for the economy. Numbers were released that showed a GDP contraction of 4.8%. 30 million people lost their jobs and the unemployment rate reached over [...]