Pelican Bay Capital Management is a subsidiary of Moran Wealth Management® a Registered Investment Advisor located in Naples, Florida.
Our firm provides discretionary portfolio management services to Institutional Investors and High Net Worth Families through separately managed accounts and sub-advisory relationships. It is our goal to offer professional investment strategies that can be incorporated into your existing investment strategy at a discount to the typical advisory fee. By keeping more for yourself we believe you can achieve superior after-fee returns.
Pelican Bay Capital Management provides our clients the opportunity to invest in two distinct portfolios, that are each thoughtfully designed to meet the various needs of our clients. Each portfolio is differentiated from typical investment offerings found at many Financial Advisor's.
At the core of each portfolio lies a disciplined value philosophy.
- Concentrated Value Portfolio
- Dynamic Income Allocation Portfolio
The Concentrated Value Portfolio
invests in a limited number of long equity positions. The strategy invests in the common stocks of high-quality companies that enjoy durable competitive advantages and sound balance sheets. These companies must also sell for significant discounts to their intrinsic values.
The Dynamic Income Allocation Portfolio
is designed for investors looking for income and wealth preservation. This strategy invests in a diversified portfolio of Exchange Traded Funds (ETF’s) utilizing equities, bonds, preferred stocks, master limited partnerships, REITs and other global securities. The portfolio manager allocates investments to the most attractive ETF's with the dual mandate of achieving a mid-single digit income and protection of principle through diversification. This portfolio is designed to serve as the foundation for most client's portfolios.