POINCIANA ADVISORS GROUP, LLC

Overview

Poinciana Advisors Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2020. The firm charges fees based on a percentage of assets under management and primarily serves individual and family clients. Its stated advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of outside advisers. Poinciana describes itself as an allocator of capital and does not position itself as an ESG investor. The firm maintains industry relationships with accounting and real estate brokerage professionals, which appears consistent with its use of real estate in client portfolios and its external manager relationships. Poinciana is structured to use third-party managers where appropriate rather than concentrating all investment decisions in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives