Author: Bastion Fiduciary

ISLAMORADA, Florida – April 23, 2025 – Islamorada Investment Management (IIM), a fee-only Registered Investment Adviser specializing in value investing, is pleased to announce the acquisition of Picket Fence Financial (PFF), another fee-only Registered Investment Advisor specializing in financial planning.The combined companies will re-brand as Bastion Fiduciary, www.lastbastion.com.Highlights of the new firm:$110 million in assets under managementSEC-registeredMultiple proprietary value investing strategiesFull-service financial planning for all levels of complexityCredentials among the staff of seven include two CFPs®, three MBAs, a CFA® charterholder, and five other master’s degreesCommitted to staying a fee-only firm and fiduciaryCombining active value investing strategies with low-cost index…

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There are three primary ways that people get paid in the financial services industry. Commission. An adviser receives compensation in the form of commissions for selling insurance contracts or recommending certain mutual funds or other investment vehicles to their clients. Fee-based. Some of the adviser’s compensation comes directly from clients, and some comes from commissions on financial products sold to their clients. Fee-only. These advisers have a fiduciary responsibility – a legal and moral obligation – to only choose investments that are in their client’s best interest. Fee-only firms accept payment only from their clients and are prohibited from receiving…

To learn more about the designations and credentials of Bastion Fiduciary team members, please see below.Jump to:Accredited Wealth Management Advisor (AWMA)Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)Master’s in Business Administration (MBA)Master’s in Organization Behavior (MSOB)ParaplannerRegistered Investment Advisor (RIA)Accredited Wealth Management Advisor (AWMA)The AWMA designation is issued by the College for Financial Planning – A Kaplan Company. It is designed for experienced advisers, focused on the unique needs of high-net-worth clients and business owners. To qualify, candidates must complete an eight-module education program, pass an exam, and agree to a code of ethics. To maintain the designation, at least 16 hours…