Studies have found that, over the long run, the allocation of your investments is more important than individual investments in determining your portfolio's overall performance. We’ll work closely with you to develop a unique, customized portfolio that takes into consideration the emotions of investing, your individual preferences and the asset classes that may give you the best chances of reaching your goals.

More  ›

Formidable Financial Services is an insurance agency that was created to serve our customers with their insurance needs. We offer life, term life fixed annuities index annuities and estate planning insurance. We also offer disability insurance and long-term care insurance. We believe that insurance is a commoditized asset and we select the highest quality contracts with the lowest price for our clients.

More ›

The Formidable Fund is a hedge fund that is a long/short fund. We utilize Technical Analysis, fundamental analysis, probability analysis and discounted cash flow models to invest in securities we believe to be undervalued in the market. we utilize leverage and hedged positions in order to achieve absolute return for our clients.

More ›