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Portfolios

Individual Accounts

Gator Capital Management provides investment management services for individuals with a minimum account size of $100,000.

Individualized attention.

As each client’s financial goals and risk level are unique, we manage each account on an individual basis, employing both equity and alternative strategies to improve after-tax performance and achieve the client’s specific investment objectives.

A Client Advisor at your side.

A Client Advisor — the primary contact and “partner” throughout our relationship — manages the portfolio on a day-to-day basis, and assists with the development of an asset allocation strategy and personal financial planning.

The Client Advisor is readily available to assist in all aspects of the portfolio, providing education on investment strategies and answers questions about individual buy and sell decisions. To assess the overall investment program and review account performance, we encourage an annual face-to-face meeting between the client and Client Advisor.

To open an account, simply click here or call (813) 282-7870.

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