© 2012 Sarasota Capital Strategies, Inc
Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It purpose is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Sarasota Capital Strategies operations, services and fees is set forth in our current disclosure statement, Form ADV Part 2A and 2B. A copy of which is available online under Important Disclosure.
Sarasota Capital Strategies synopsis:
Sarasota Capital Strategies, Inc. located in Osprey, Florida just due south of beautiful Sarasota. Sarasota may be far from wall street, but we are reminded regularly by CNBC and Bloomberg that the world of investing in gold, stocks, bonds, mutual funds, and etfs through all types of asset managers and hedge funds is alive and well. Sarasota Capital Strategies invests in etfs and mutual funds that include equities such as stocks and real estate, bonds, commodities, gold, and currencies using hedge fund type strategies with an additional focus on absolute return and risk management. Ironically, the managers have been featured in various articles that include CNBC and Bloomberg, among others.
Anthony Welch, CFP, ChFC v-card
Portfolio Manager
20 years of experience
Anthony Welch is the co-founder
of Sarasota Capital Strategies,
a Certified Financial Planner, and
a Charted Financial Consultant. He co-manages the investment process and specializes in technical chart reading.
In addition to Sarasota Capital Strategies, Tony is owner of Welch and Associates, an independent registered investment advisory. Tony was responsible for managing the wealth and risk for his clients. In 1992, Tony began his investment management career at American Express Financial Advisors in Sarasota.
Tony graduated from the University of South Florida with a B.A. in Finance.
He is a frequent speaker at major financial conferences, regular contributor to Seeking Alpha and is often quoted in the Wall Street Journal, Barron’s, and CNN Money.
Ian Naismith v-card
Portfolio Manager
20 years of experience
Ian Naismith is the co-founder
of Sarasota Capital Strategies
and chairman of the National
Association of Active Investment Managers. He co-manages the investment process and leads the development of Sarasota Capital’s quantitative and technical trading systems.
Before launching Sarasota Capital Strategies, Ian was owner of Naismith Capital Strategies, an independent registered investment advisory. Ian was responsible for managing the wealth and risk for his clients. In 1992, Ian began his investment management career at American Express Financial Advisors in Sarasota.
Ian graduated from Austin College with a B.A. in business administration, psychology, and sociology.
He is a frequent speaker at major financial conferences, regular contributor to FOREX Journal and The Active Manager and is often quoted in the Wall Street Journal, Barron’s and Investor’s Business Daily.
Sean A. Naismith, CMT v-card
Associate Portfolio Manager
5 years of experience
Sean Naismith is portfolio manager
of the TrendPointers Long/Short
model. He directs the development and execution of the TP Long/Short strategy through the statistical application of TrendPointers Media Expectations data.
In addition to Sarasota Capital Strategies, Sean is owner of Global Currency Group, an independent financial research company that provides quantitative and technical research to financial institutions. Sean is responsible for all aspects of system research and design.
Sean graduated cum laude with college honors from the University of Illinois - Chicago with a B.S. in Finance. He is a Chartered Market Technician (CMT) charterholder and member of the Market Technicians Association.
He is a contributor to FOREX Journal.
