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Investment Management

We Can Improve Your Performance and Reduce Your Risk

Chacon Diaz & Di Virgilio is an independent, fee-only fiduciary firm that is legally and ethically obligated to always do what is in your best interest. Since our founding in 2009, we have helped people optimally manage their investments, and we can do the same for you. From preserving capital to building wealth, we can improve your results and reduce your risk.

Investing well requires attention to detail and skill, not luck. As professionally certified investors, of which only 4% of investors are, we possess the necessary expertise to optimally manage your investments, both taxation and return wise, according to what is best for you. Our unique and sophisticated investment strategy centers on human behavior, allowing us to withstand downturns by quickly moving to safety during market shocks, crashes, and panics while still capturing the upside during bull markets, leading to long-term outperformance.

Benefits of

Investment Management

Optimal Strategies Lead to Better Outcomes

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The Best Chance Of Success

Whether you are preserving capital or building wealth, there is a plethora of historical evidence and data the suggests that choosing the right strategy will significantly increase your probability of success.

Proactive Management

The economic and geo-political landscape is always changing and requires constant monitoring.  We stay on top of what’s happening each day so that you don’t have to. We invest on your behalf, always doing what is best for you, just as you would do for yourself if you had the time, expertise, and desire to manage your own investments optimally.

Peace of Mind

For years we have improved the investment strategy of individuals, families, businesses, and institutions across the country, and we will do the same for you. You can put your head on the pillow at night knowing that every resource you have is optimized and in the best possible position to succeed.

Long Term Stability

When we take on clients, we take them on for life. You gain a long term partner who will walk beside you and ensure that all of your investment needs are looked after and taken care of.

Get the Most From Your Investment Management

Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
Independent Fiduciary Firm
As an independent, fee-only- fiduciary firm, we are rare, as less than 15% of all advisors are fiduciaries.  Fiduciaries are ethically and legally bound to put their interests aside in favor of doing what is best for you.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
Certified Expertise
Less than 20% of financial advisors are Certified Financial Planners (CFP), less than 4% are Chartered Financial Analysts (CFA), and less than 3% are Certified Investment Management Analysts (CIMA). We have all three.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
The Value of our Team
You won’t work with just one person; instead, all of our experts are always put to work on your behalf, providing you with decades of combined experience and expertise.
We Do The Work For You
We manage your investments on your behalf, doing the day to day work for you. That way, you can rest assured knowing that every detail is being looked after by experts, freeing you up to invest your time in other pursuits.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
We Keep You Informed
We tailor our personal communication to your preferences, so you can ensure that you always get exactly what you want information wise. Investment performance and progress and can be tracked digitally at any time.
Financial Planning & Investment Management Services in Gainesville, Jacksonville & Orlando, FL
We're Here For You
Serving your wealth management needs is why we exist. We are proactive, highly responsive, and available when you need us.

Frequently Asked Questions

What Is Investment Management?

Investment management refers to the handling of financial assets and other investments. Investment Management includes devising a strategy based on your unique circumstances and then optimally deploying and managing the strategy, giving you the best chance for success.

Why Is Investment Management Important?

Not all strategies are created equal. Proper investment management can lead to a significant difference in your results and provide you with peace of mind along the way. 

What Are the Benefits of Working With an Investment Manager?

Outsourcing the optimization of your resources, planning, and strategy can lead to better results and enhanced peace of mind, as you know you have a fiduciary proactively walking alongside you daily. 

What Are the Different Types of Investment Management?

Most importantly, there are two main types of investment managers,  fiduciary investment managers and investment managers who are salespeople. Fiduciaries must put your interests first at all times, doing what is best for you. Because of this, Fidicuaries have no conflicts of interest and nothing to sell, they also tend to have more expertise and experience, which can lead to better results.

How Do Investment Management Services Work?

At our firm, Wealth Management includes Financial Planning and Investment Management, and we don’t believe that you can be successful having one without the other. Thus, we start with Financial Planning to ensure everything is optimal before moving on to Investment Management. Once we create the investment strategy based on your needs and desires, we handle all the rest, taking care of every detail for you day by day, year by year, and decade by decade. Our wealth management fee schedule can be found here.

Get The Most From Your Wealth Management