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.
Any opinions are those of the investment manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward-looking and does not guarantee the future performance of any investment.
All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.
The individual(s) mentioned as the investment manager(s) are financial advisors with Raymond James participating in a Raymond James fee-based advisory program. This is an investment advisory program in which the client’s financial advisor invests the client’s assets on a discretionary basis in a range of securities. Raymond James investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement.
