Our story
It started with a boy, his father and a few shares of IBM.
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1982
A father, a son and shares of IBM
In 1982, a young boy noticed something about his father. Dad worked for IBM, and he also owned a piece of it. The idea that you could own part of a company you believed in lit a spark. The boy wanted to be just like his father, and almost immediately he began researching stocks.
What started as a child's curiosity grew into something serious and intentional. With the drive of a natural overachiever, he read the best financial periodicals and followed the markets in every medium he could find, always searching for the next great company.
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From fashion to finance
A taste for the finest things
As a young man, he was a true clothes horse with a passion for high-end fashion. In time, the money that once went to designer labels found a greater purpose: investing.
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1996
A conversation at the barbershop
The turning point came in the barbershop, in a conversation with a client everyone called Preacher, a pastor who also worked on Wall Street. Back then, stock prices moved in fractions of a dollar, eighths and sixteenths, and Preacher explained exactly how those fractions translated into a stock's change in price.
With that understanding, our founder, today our President and CEO, made his first investment, in shares of the New York Bridge Authority. Investments of a few hundred dollars soon grew into investments of thousands, and friends and peers began coming to him for advice.
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Reading between the lines
The information gap
Good information was never easy to find. There was no internet at home, only a library where computer time was strictly limited. Tips were often misleading, and much of investing came down to reading between the lines.
That frustration planted the idea behind this company: clearer, more concise information leads to better decisions.
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Early 2000s
The lesson that shaped us
In the early 2000s, he turned a $1,000 investment into nearly $1.4 million. Despite disciplined conversations about selling before the turn, the stocks were heavily shorted and the millions slipped away before he could sell. The gains he did take were real, and so was the lesson.
It was a hard lesson in how much timely, reliable information matters, and it set a clear goal: build a state-of-the-art platform that gives every investor the information he wished he'd had.
Past performance does not guarantee future results.
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2013
The work begins
In 2013, the research and conversations began in earnest. Years of ideas, planning and countless hours of brainstorming followed, each one bringing the vision into sharper focus.
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Today
Preferred Financial Strategies Group
Everything we learned led here: consistent, concise, up-to-date market information in one place, with state-of-the-art research tools and the finest in luxury travel and leisure, delivered at the highest level of service.
Welcome to the Preferred family.
Tell us what else we can do for you. We'd love to hear from you.
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