O' Connor Portfolio Management

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201 E Davis Blvd
Tampa, FL 33606
+1 (813) 254-5120
http://www.oconnorportfoliomanagement.com

O'Connor Portfolio Management, based in Tampa, FL, focuses on wealth and investment management, offering online accredited financial portfolio management advisory services. The company prides itself on individually managing each portfolio, setting it apart from mutual fund and managed money industries.

Utilizing charting as a risk management tool, O'Connor Portfolio Management strategically determines optimal times to exit stocks and enter more defensive positions. They also employ technical analysis to identify entry points for investment, utilizing support and resistance levels in the decision-making process.

In addition to portfolio management services, O'Connor Portfolio Management provides cyclical and fundamental analyses to guide investment decisions. By incorporating these various analyses, the company tailors individual financial plans to ensure uniqueness and effectiveness for each client.

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5.02 reviews
Photo of Tricia C.
Tricia C.
8/30/2018

Kate O'Connor will help roll over your 401ks. I had 4, it was not as easy as I expected, and Kate helped me every step of the way. She makes investing easy to understand. It has been an area that...

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Saeed N.
3/13/2017

Over the years that I have trusted O'Connor Portfolio Management and their team with my financial needs, I have reduced my debt by half.They are honest, ethical, hard-working, and cares for his...

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United States›Florida›Tampa›O' Connor Portfolio Management

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