My Philosophy

My goal is to build a sound portfolio of investments based on the individual needs of each client, based on their income, current holdings, age, risk tolerance and tax status, among other considerations. I do not consider a hodgepodge of disconnected individual issues a "portfolio." Nothing is offered to a client until some measure of due-diligence and research is conducted. As an independent advisor, I do not offer proprietary products. Most investments will be based on those providing above-average income to either supplement current income or reinvest, in order to compound and grow. Your portfolio works for you- not the other way around.

Staying Ahead

Through my affiliations with analysts, business journalists, social media and the New York Society of Securities Analysts, I stay on top of the markets, while avoiding investment fads, and maintaining an ongoing commitment  to professional development. I do not chase momentum stocks, or try to "beat the market." Our common goal is focused on asset preservation with reasonable expectations of growth and income.  

Clearance and Services

Clearing, custody or other brokerage services provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. We provide all documentation you require for tax reporting, compliance and record keeping purposes.

FloMartin Securities, Inc.

Donald R. Davret, Investment Advisor Representative

www.sec.gov

www.sipc.org

 

Investment advisory services are offered through FloMartin Securities, Inc, an Investment Advisory firm. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.



This website is a publication of FloMartin Securities, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​


Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented

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