I’m Cale Smith, portfolio manager for the Tarpon Folio and the Gecko Folio.
The name of my company is Islamorada Investment Management. That ‘s’ is silent. It’s pronounced aisle-a-more-AH-dah, and it means “purple isle.” Once you’ve got that down, try conch, then lignum vitae.
We’re located on an island in the village of Islamorada in the Florida Keys, where in February it’s 75 and beautiful. My apologies, Chicago.
I built our funds differently. I call them Spoke Funds®, and I believe they’re a much better deal for investors than mutual funds or hedge funds. They’re more transparent, more secure, lower cost and more investor friendly. You can find out more about the Spoke Fund® model on this blog and our firm’s website.
I invest money for folks living here in the Keys and up north, from the Carolinas to California. My firm is a registered independent adviser. We’re a fee-only firm, meaning we don’t get paid through commissions or referrals. We’re not a brokerage and we don’t provide advice, sell much of anything nor pay much attention to Wall Street. All we do is manage two portfolios – in which my family has invested just about every dime we’ve ever saved.
Our first portfolio was named after a fish. Our second was named after a lizard. One of our slogans is “One geek in the Keys is worth two suits in the city.” So although we’re good at what we do, we don’t take ourselves too seriously.
Think Warren Buffett meets Jimmy Buffett.
There’s more about us at www.islainvest.com. Please drop me a line anytime to find out more. Enjoy!
Also – our lawyer says hi!
Cale Smith (Cale in the Keys) is the managing partner of Islamorada Investment Management, a registered investment adviser. Cale Smith does not provide personalized asset allocation or financial planning to customers. Nothing on this site should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer by Islamorada Investment Management, Cale Smith, or other money managers to provide advisory services.
Investment management services are offered only pursuant to a written Investment Advisory Contract, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. Part II of Islamorada Investment Management’s Uniform Application for Investment Adviser Registration on Form ADV is available at: http://www.islainvest.com/pdf/08_11_ADVPart2.pdf.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND FUTURE RESULTS OF THE PORTFOLIOS DISCUSSED HEREIN ARE LIKELY TO DIFFER FROM THEIR PAST PERFORMANCE. FURTHERMORE, PAST RETURNS REFLECT THE PERFORMANCE OF PORTFOLIOS FOR A FINITE TIME, DURING A PERIOD OF EXTREME MARKET ACTIVITY. ALL EQUITY PORTFOLIOS INVOLVE RISK AND MAY LOSE MONEY. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all of Islamorada Investment Management’s customers experienced such returns. The information shown is historic and should not be taken as any indication of future performance.
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