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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
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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.


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