Growth
Focused on long-term capital appreciation through established and emerging businesses.
A different perspective on investing
The World Has Changed. Has Your Investment Strategy Kept Pace?
Demographic shifts and technological innovation are reshaping the economy. Explore how your investments are positioned for the years ahead—and discover the thinking behind our Barbell Economy® Portfolio Platform.
A thoughtful second perspective. A personal conversation. No obligation to make a change.
01 / Our investment philosophy
The Barbell Economy Investment Platform
Understanding a changing world. Investing with a broader perspective.
Demographic, economic and technological forces are reshaping the economy. Our Demogronomics® research examines how Baby Boomers, Generation X, Millennials and Generation Z are moving through different stages of life—and how that shapes the way money is earned, spent, saved and invested—to identify the industries and investment themes we believe deserve attention.
The Barbell Economy platform brings that research together through six distinct investment portfolios, each serving a different role depending on an investor's objectives, time horizon and risk tolerance.
Six investment portfolios
Technology
Investing in innovation and the technologies reshaping our world.
Biotechnology
Exploring advances in medicine, healthcare, and life sciences.
Digital Assets
Participating in the evolving digital asset economy.
Dividend Income
Emphasizing dividend-paying investments for income and cash flow.
Foundation
A diversified investment approach designed for smaller accounts.
One Strategy. Built to Adapt.
The six portfolios can be blended based on your goals, time horizon and tolerance for risk—for example, Growth, Technology and Biotechnology for long-term appreciation, or Growth and Dividend Income for someone approaching retirement. As your life and priorities change, both the portfolios used and the amount allocated to each can be reviewed and adjusted.
Portfolios differ in objectives, holdings, volatility, and risk. Not every portfolio is appropriate for every investor.
Discover the thinking behind the investment philosophy. Explore the Demogronomics® documentary.
02 / PERSONAL GUIDANCE
Meet Michael Watkins
Experience, perspective, and a personal approach to investing.
For more than 15 years, I've helped individuals, families, and business owners navigate important financial decisions.
I believe good investment guidance begins with listening. Before discussing portfolios or strategies, I want to understand your investment journey, how your current investments are positioned, and what you hope to accomplish in the years ahead.
Working alongside the TruVestments Capital team, I bring clients access to an investment philosophy informed by demographic research, economic trends, and a changing global landscape.
My goal is simple: to help you see your investments from a different perspective and make informed decisions about your financial future.
Michael A. Watkins
Founder, Tampa Bay Advisory, LLC
Series 65 Registration (IAR) · Registered Financial Consultant (RFC) · Certified IRMAA Planner · Certified Dementia Practitioner (CDP) · Licensed in Life, Health & Annuities
Tampa Bay Advisory is your local point of contact. Investment advisory services are provided through TruVestments Capital, LLC, an SEC-registered investment adviser.
03 / Your invitation
You've worked hard to build your wealth. Give its future a thoughtful look.
Whether you work with an advisor or manage your own portfolio, you're welcome to explore another investment perspective in a relaxed, one-on-one conversation.
What to expect
- 01
Start with a conversation. We learn about your goals, your current investment approach and the questions you'd like answered.
- 02
Review your positioning. If appropriate, you can securely provide a recent investment statement so we can discuss holdings, risks and relevant comparisons.
- 03
Consider your options. We walk through our observations and explain where the Barbell Economy framework differs. You decide whether another step makes sense.
The initial conversation and educational review are complimentary. There is no obligation to become a client.
Prefer to speak with us? 813-854-4400
Or email info@TampaBayAdvisory.com.
Request Your Investment Conversation
Tell us how to reach you. We'll follow up to arrange a convenient time.
Your information will be used to respond to your inquiry. Please do not submit account numbers or sensitive financial information.