Financial Planning & Investment Management
Fee-Only • Evidence-Based • Fiduciary
As Featured In
Why Choose MarketStrats?
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.
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.
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.
How We Can Help
You may have a rough financial plan right now. But are you aware of how each little decision affects the big picture? Watch how we put it all together.
Do you know the risk/reward of your portfolio? See how we calculate it, find out what you’re actually comfortable with, and empower yourself to invest fearlessly.
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
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. [...]
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 [...]
Everyone has heard of beauty pageants. Contestants are judged on their looks, hidden talents, and character. In the world of investing, there is a different kind of beauty pageant. Portfolio managers, investors, and indexes are [...]