Andrew Mehalko CFA
About
Andrew Mehalko CFA is from West Palm Beach, Florida, United States. Andrew is currently Chief Investment Officer at FFT Wealth Management, located in Palm Beach, Florida, United States. In Andrew's previous role as a Founder & Chief Investment Officer at AM Global Family Investment Office, Andrew worked in West Palm Beach, Florida until Dec 2018. Prior to joining AM Global Family Investment Office, Andrew was a Chief Investment Officer at GenSpring Family Offices and held the position of Chief Investment Officer at Palm Beach Gardens, Florida. Prior to that, Andrew was a Director of Research at DCA Global Investment Management, based in Fort Lauderdale, Florida from Apr 1994 to Jan 1999. Andrew started working as Investment Advisor at The Legend Group in Jan 1990.
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Investment focused. Family office. For individuals and families who have created substantial wealth and those on their way to doing so. We believe AM Global Family Investment Office offers a better client experience than traditional wealth management firms, such as brokers and banks. The AM Global experience is characterized by the following: • Investing comes first: We neither dabble in every aspect of wealth management nor are a ‘one-stop-shop’ wealth manager. We first focus on investing and then the issues and opportunities that follow. • Clients as Partners: It’s not about us. It’s not just about you either. Successful investing begins with a partnership built on trust, open communication and transparency. We have candid, transparent discussions with our clients. • Actively involved CIO: You talk directly with the Chief Investment Officer, and he’s just a phone call away. More than 25 years of experience investing more than $10 billion. A CIO that is directly involved in the management of your portfolio. • Fiercely Independent: We are an independent investment advisor, unaffiliated with any bank, broker or other financial institution. We revel in our independence because it allows us an unfiltered view of the investment landscape; it leads us to view markets with healthy skepticism instead of (more typically) eternal optimism. • Cost conscious: We mind the bottom line for you. We manage investment costs for you and invest our own money right alongside you. Quite simply, we treat your money like we do our own. • Sophisticatedly Simple Investment Philosophy: We function as your investment team and serve as a professional investor on your behalf. We adhere to a sophisticated yet simple investment philosophy that stays constant through market noise, investment trends, bursting bubbles and sensational headlines.