A hands-on approach to managing money
As hands-on money managers, our advisors with discretionary approval personally select and actively manage your investments. We do the analytics and crunch the numbers. You will always know who is handling your money. We don’t understand the logic of outsourcing these essential responsibilities to outside individuals who know nothing about your personal goals and situation.
Discretionary investment management
With discretionary investment management, you set the direction and goals, while our advisors with discretionary approval ensure proper execution of our strategy – based on your goals, risk appetite and investment timeline. Our goal is meeting your desire for growth, income or capital preservation while being mindful of your time horizon and risk tolerance. Ongoing communication and transparency helps to ensure the strategy and your portfolio remain consistent with your objectives and preferences.
Our investment philosophy
We believe the most effective way to manage money is by using a combination of fundamental and technical analysis. Fundamental analysis helps us understand the quality of a company’s earnings, product acceptance, relative valuation and what point we may be in the economic cycle. Technical analysis is an objective way of interpreting market behavior – what is trending up and down – which may help us to swim with the tide instead of against it. Using all of our capabilities and tools at our disposal, we do our best to help ensure that our investment analysis is as thorough and accurate as possible.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
related resources
- One Meeting House Road, Suite 14 Chelmsford, MA 01824-2737
- T 978.455.7799
- F 978.455.7481
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Eppolito Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
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