The Leader of Inlet Private Wealth’s Investment Team
Organization : Inlet Private Wealth
Name : Chief Investment Officer Ted Furniss
Website : http://InletPrivateWealth.com
Chief Investment Officer Ted Furniss is an independent thinker who enjoys the intellectual stimulation of analyzing investments. His firm, Inlet Private Wealth, differentiates itself from the rest by customizing the investments it manages for clients to meet specific financial objectives. The company caters primarily to those with $5 million or more to invest whose objectives often are too complex to properly be addressed by a generic assetallocation strategy. “Price is what you pay, and value is what you receive,” he says. “A great company purchased at too high of a price can result in a lousy investment, and a below-average company purchased at a low price can result in a great investment.” Most clients are charitably inclined, and by helping them taxefficiently stretch their gifts to the causes they are passionate about, both sides benefit. “South Florida attracts people from different backgrounds and geographies,” he says. “Its diversity of highly successful people has provided us with a broad perspective and insight into many different businesses and trends.” He received a master’s in business administration from the University of Oxford with an academic distinction and a bachelor’s degree in marketing from Mississippi State University, graduating magna cum laude. He is a Chartered Financial Analyst Charterholder.