Islamorada Investment Management Email Format

Financial ServicesFlorida, United States2-10 Employees

Islamorada Investment Management is an independent, fee-only Registered Investment Advisor in the financial services sector, focused on long-term investment growth for its clients. The firm follows a value-investing approach as part of its investment philosophy. Based in Islamorada, Florida, it provides advisory services intended to support prudent, patient portfolio management. The fee-only model suggests client fees are the primary source of compensation, with no commissions tied to investment product sales.

In September 2024, the firm expanded its team by adding John Rotonti Jr. as a portfolio manager. In April 2025, Islamorada Investment Management announced the acquisition of Picket Fence Financial, integrating another fee-only advisor that specializes in financial planning. Together, these moves broaden the firm’s capabilities within the U.S. financial services landscape while maintaining its base in Islamorada.

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