Our Services
"Educating investors and managing the
risk to your portfolio is our top priority."

Private Consultation | Coaching Consultation | Investor Education Workshops

Private Consultation

We work with clients one-on-one in our offices or by telephone. Using best practices financial technology, we can analyze your current portfolio and get a picture of your financial health. During consultation we can help you:

  • Define your investment philosophy
  • Outline goals
  • Learn to measure risk
  • Understand the costs associated with investing
  • Teach the efficient market theory (which is the basis of your portfolio management)
  • Provide many educational opportunities through our workshops, books, newsletters and articles
  • Be a sane sounding board to counter the media, family or other influences that make you question your path
Take the Investor Quiz
Attend the Investor
Education Series
Latest News

Osprey Money Management, LLC. • Registered Investment Advisory Firm • 877-650-3796 • 321-383-4005 • 918 S. Washington Avenue, Titusville, FL 32780
Osprey Money Management LLC is a Registered Investment Advisory Firm registered within the State of Florida.