Where are you advising clients to invest while still remaining cautious?

Florida Trend posed this question to 11 financial advisors - here are their answers.

Cindy Krischer Goodman | 3/27/2012

Scott M. Kellett
Executive vice president/market executive - Sabadell Bank & Trust - Naples

"Right now we are looking for opportunities to buy equities on the dips. We are interested in companies in areas that are overlooked and pay dividends, often in Europe or South Korea, anywhere where we believe there's value. One example might be a Spanish telecommunications provider with a virtual monopoly that does at least 45% to 50% of its business outside the eurozone and pays dividends. While some investors shy away from Europe, we favor large-cap and mega-cap European stocks.

We also like high-quality U.S. stocks that pay dividends. We're very cautious about the bond market right now. While bonds have a place in a portfolio, we are avoiding putting new money into the bond market at historically low yields. Our investment strategy is pretty plain vanilla right now."

TopRank Florida™
25 Largest Trust Banking Firms - 2012
Florida's Largest Trust Banking Firms ranked by total Florida Trust assets.

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