Request a qualification review.
Every relationship starts with an assessment session — a candid look at where you are, what you are trading, and whether this is the right fit for both sides.
What happens next.
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You send your details
The form takes about a minute. Tell us where you stand as an investor and what you most want to work on.
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We review your fit
We read every enquiry before a first conversation and check it against our four qualification standards. We take on a limited number of clients.
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We reach out
We’ll email you to schedule your assessment session at a time that works around your schedule.
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The assessment session
A direct conversation about your goals, your current approach and the curriculum. No obligation on either side.
Prefer to write to us directly
info@floridianmanagementservices.comFloridian Management Services LLC — Jacksonville, Florida. Sessions run remotely from anywhere, or in person locally.
Education and coaching only. We never take custody of your funds or place trades on your behalf.
Request received
We’ll review your details and reach out to schedule your assessment session.