For the past 30 years, FLAGLER TRUST has been providing Financial and Investment Advisory services; areas of expertise are multi-generational family owned businesses, professional athletes and celebrities, select corporate and institutional clients.
Unlike most investment firms where the majority of assets are accumulated without any regard to valuation; we are perfectly content remaining in risk free assets until speculative excesses moderate; the same investment approach practiced by the most successful investor of our time, Warren Buffett.
Our Family Office practice provides our clients a common sense approach to building and preserving wealth. Unlike most wealth management firms, we have worked closely with a select number of families over the last several decades to assist them in building great wealth providing us a unique perspective in the value of preserving it.
Our Sports Management practice is a global leader in providing financial advisory and investment services to elite athletes. Our approach to assisting our clients build and preserve wealth allows our family of athletes to remain focused on the game, enhancing their overall performance. Leading agents recognize the value we add to client relationships, making us integral part of their management process.
Our Corporate and Institutional advisory practice works with a select number of leading companies and institutions to assist with enhancing shareholder value. We add value to client relationships with a focus profitable growth and a common sense approach to managing assets. One of our notable accomplishments is creating one of Florida's largest community banks with $1+ billion in assets; the former parent company of FLAGLER TRUST.
Henry Flagler had the vision to create Standard Oil when very few cars existed in the early 1900's; he later built a railroad through a mosquito infested swamp and is largely credited with creating modern day Florida. Benjamin Graham's family lost their great fortune in the Financial Crisis of 1908 when he was a young boy, he then dedicated his life to developing a common sense set of investment principles that he outlined in The Intelligent Investor to help others avoid a similar fate; he was largely credited as being the founder of value investing. Warren Buffett found a copy of the Intelligent Investor in his local library when he was 18 and sought Graham out at Columbia Business School. Buffett later became Graham's investment partner and ultimately became the most successful investor of our time.
Building wealth often requires a unique vision, perseverance and hard work. While there may be many paths to building wealth, the paths to successfully preserving it are few. Flagler Trust, the vision to build wealth - the intelligence to preserve it.