Providing conservative investment guidance to individuals, pension and profit-sharing plans, 

                        IRA rollovers, corporations and charities since 1988. 



" job is to increase wealth.  My parameters are:  first, protection of principal from loss and from inflation and second, the design and implementation of strategies to achieve these results."








I suggest that before you engage any financial professional you look them up on FINRA's BrokerCheck site:

CLICK HERE to be redirected.

Or to go directly to my FINRA records


If you prefer, you can call FINRA at 1-800-289-9999.







Jim Pappas

Jim Pappas







                "...all meaningful gain comes from time and not from timing."


We structure and actively manage investment portfolios to meet your particular needs, investing in stocks,  

convertible securities and bonds as appropriate.

Our investment advisory services are utilized by individuals, IRAs, corporate and institutional investors, 

pension and profit-sharing plans, and charitable organizations.

We offer professional, conservative, and prudent asset management, bringing over 50 years of experience 

to your service.

We are fee-based only; we do not sell any product or derive income from any source other than the fees we 

charge for our investment management services.

We take great pride in offering the highest level of personal commitment and involvement to each client, 

regardless of size.  

This site is intended to serve as an introduction.  Within these pages you will find  broad and general 

information on our firm and the services that we offer.  


For more specific information we invite your direct inquiry at the addresses below.

                                                                                                                        Jim Pappas       



You can reach us:

Via telephone at 1-800- JIM PAPPAS (1-800-546-7277)
Via E-mail at
or at the following locations:

5342 Sandhamn Pl.

P.O. Box 475

Longboat Key, FL  34228-2056

Redding Ridge, CT  06876-0475

Voice 941-387-9708

Voice 203-938-8916

Fax call for number

Fax call for number


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