Poinciana Advisors Group, LLC

Poinciana Advisors Group (PAG) is a registered investment adviser based in Palm Beach Gardens, FL, established in 2006. The firm manages investment portfolios for individuals, retirement plans, corporations, and small businesses. PAG offers discretionary and nondiscretionary portfolio management services, utilizing a mix of no-load mutual funds, ETFs, closed-end interval funds, and individual equity securities. The firm's investment strategy is rooted in Modern Portfolio Theory, emphasizing diversified portfolios and long-term asset allocation decisions over market timing. PAG charges fees based on a percentage of assets under management, with annual fees ranging from 1.25% to 0.30%. The minimum account size for investment management services is generally $1,000,000, but negotiable under certain circumstances. PAG also provides advisory services for employee retirement benefit plans and offers a Securities Based Lending Program through Fidelity. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. PAG does not vote proxies on behalf of clients and has no disciplinary information to report. Clients receive quarterly performance reports and statements from the custodian holding their assets. PAG has no financial commitments impairing its ability to meet client obligations.