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Inlet Private Wealth, LLC
SEC-regulated
Registered investment advisor
Inlet Private Wealth, LLC is a registered investment adviser based in Jupiter, FL, providing investment advisory services since June 2018. The firm is primarily owned by Victoria Wilhelmus Peaper and Ted Eugene Furniss. Inlet offers discretionary portfolio management services, focusing on value investing and long-term purchases. The firm's investment strategy is based on fundamental analysis, seeking undervalued businesses with strong cash flow and intelligent capital allocation. Inlet's sell discipline is based on factors like overvaluation and changes in the original thesis for owning a security. The firm may invest client assets in model portfolios designed for varying risk tolerances. Clients granting discretionary authority allow Inlet to manage their accounts without prior approval for each transaction. Inlet recommends Fidelity and Schwab as custodians and brokers, offering a broad range of investment products and services. The firm may receive economic benefits from these custodians, including research
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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