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An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.

Disciplined Equity Management (DEM) is a trusted investment firm based in Neptune Beach, FL, known for its time-tested strategies and disciplined approach to building success. With a focus on portfolio engineering and fiduciary responsibility, DEM offers a range of investment solutions, including their Alliance Program for investment professionals and DFA Mutual Fund Portfolios, applying the best of academic research to the practical world of investing. With a commitment to investing fundamentals, diversification, and financial independence, DEM's team of experts utilizes regression analysis and a four-pillar approach to help clients navigate bear markets and achieve long-term growth. Through their research resources and case studies, DEM aims to build trust in their expertise and provide valuable insights for those looking to learn more about investing and options.Generated from the website

Sunmark Group is a financial services company based in Orange Park, FL, specializing in assisting seniors with their estate planning needs and finding the best value for their investments. With a focus on the senior market since 1992, Sunmark Group offers a range of investment products tailored to the unique requirements of seniors, prioritizing their needs and providing high-touch client service. With a commitment to transparency and personalized service, Sunmark Group helps seniors understand their investment portfolios and offers a variety of investment options, including equities, fixed income securities, exchange-traded funds, and more. Additionally, Sunmark Group provides estate planning services, helping clients anticipate and arrange the management and disposal of their assets during their lifetime and after death, while also minimizing taxes and other expenses. With extensive experience in government programs for senior care, Sunmark Group aims to maximize the value of investments and government assistance to support seniors in their conservative investing positions.Generated from the website