O'connor Portfolio Management LLC

O'Connor Portfolio Management LLC is a registered investment advisor based in Tampa, Florida, owned and operated by Catherine O'Connor. Founded in 2013, the firm specializes in comprehensive portfolio management and financial planning for individuals, high net worth individuals, trusts, estates, and charitable organizations. O'Connor Portfolio Management builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, offering both discretionary and non-discretionary management. The investment approach incorporates technical analysis (such as charting and cyclical analysis) alongside fundamental analysis, utilizing long-term holding strategies and covered options to hedge or generate income. Financial planning and consulting services are provided at no additional charge to clients who utilize the comprehensive portfolio management service. These planning services cover a wide array of topics, including retirement, estate, tax, charitable, and education planning, as well as real estate and debt analysis.