About Us

Based in Miami, Florida,  Defined Capital Asset Management, LLC is an independent fee-only financial advisor firm servicing the complex needs of discerning individuals, families, corporations, and trusts.   

Financial Planning

Defined Capital Asset Management offers financial planning as an additional service to its core clients and their families.

Alternative Investments

• Defined Capital Asset Management can educate clients in various alternative investment strategies, introduce them to alternative investment strategies that may complement and increase diversification in a portfolio, and potentially increase risk adjusted return.