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About Blanken Management
We are a Registered Investment Adviser offering customized guidance based on your entire financial position. Whether your plans are retirement planning, education, estate planning or asset management, it is fundamentally important that we customize your financial goals responsibly, attentively, and personally.
Our goal and fiduciary responsibility is finding solutions aligned with your complex financial needs. Veteran owned, Fee Only advisor where your success is our obligation and privilege.
Let us meet with you and get started on your financial picture.
At Blanken Management we utilize the latest in technology while putting pen to paper to establish personal allocation of your assets for your benefit.
We can assist in the navigation of investment vehicles that will be practical and sensitive to your investment goals. We will tactfully manage your portfolio to your needs and objectives.
We shall manage and/or advise you regarding your Accounts, based upon your stated investment objectives and the most current financial information you provide.
At Blanken Management, your financial plan will be periodically reviewed and evaluated. A financial review planning service provides the option to revise your plan to ensure that the financial goals are achieved.
Financial planning is about dealing with several different financial issues by using proper and precise methods to achieve an outcome favorable to your financial goals.
The personal strategies we assist with include:
Code of Ethics
Our fiduciary responsibility is to you and your financial goals:
- The duty at all times to place the interests of clients first.
- The requirement that all personal securities transactions be conducted in such a manner as to be consistent with the code of ethics.
- The responsibility to avoid any actual or potential conflict of interest or misuse of an employee’s position of trust and responsibility.
- The fiduciary principle that information concerning the identity of security holdings and financial circumstances of clients is confidential.
- The principle that independence in the investment decision-making process is paramount.
The investment advice provided along with the strategies suggested by Blanken Management will vary depending on each client’s specific financial situation and goals. There are risks involved while investing in securities. In light of the risks, you should fully understand the nature of the contractual relationship(s) into which you are entering and the extent of your exposure to risk. Certain investing strategies may not be suitable for many members of the public. You should carefully consider whether the strategies employed will be appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances.
Blanken Management Corp. is an investment adviser whose sole office is located in the State of Florida. An “investment adviser” means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as part of a regular business, issues or promulgates analyses or reports concerning securities. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
© 2016 Blanken Management Corp.