Peninsula Asset Management Inc

Peninsula Asset Management is a financial advisor firm founded in 1982, offering individualized investment management services based on clients' goals and objectives. The firm creates and maintains individual portfolios by investing in publicly traded equity and fixed income securities, with portfolios typically comprised of individual securities and exchange-traded funds. Peninsula is owned by William E. Middlebrooks, Jr., Brian S. Miller, CFP, MMS, and Daniel R. Chappie, CFA, CFP. The firm provides investment services on a discretionary or non-discretionary basis, tailored to each client's needs, with investment objectives determined through personal interviews. Peninsula charges fees based on a percentage of assets under management, with a tiered fee schedule. The firm may waive management fees for charitable accounts. Clients can impose reasonable restrictions on services provided, and Peninsula provides portfolio management services for clients in a wrap fee program. The firm uses fundamental and technical analysis for investment strategies, focusing on long-term growth and stability. Peninsula does not charge performance-based fees and generally serves individuals, pension plans, trusts, and charitable organizations. The firm's professionals have certifications such as CFP, CFA, and MMS. Peninsula operates as a fiduciary, acting in clients' best interests, and has a Code of Ethics to ensure ethical conduct. Clients have investment discretion options, and Peninsula provides detailed account reviews and proxy voting services. For more information, visit www.PeninsulaAsset.com or contact (941) 748-8680.