An array of investment strategies
Investment Management
Investment Management
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Accounting for External Factors
We'll analyze what's going on in the larger scheme of things.
We'll analyze what's going on in the larger scheme of things - global events, macro and microeconomics, the markets at large - and we'll use that input along with your prioritized goals to help us allocate your resources in a way that balances your risks, while positioning you for any upside potential. That asset allocation - how many 'eggs' to put into any one investment 'basket' - is the number one contributor to portfolio stability and performance.
To find the right balance, we'll think about what mix of stocks, bonds, cash and other investments is most likely to help, while still offering exposure to various parts of the market.
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Selecting Your Investments
Taking what we've already learned about you, we thoroughly research investment opportunities to find ones that fit into your financial picture.
We use a deliberate, thoughtful process - enhanced by research and analysis from industry experts - to narrow the investment vehicles at your disposal, selecting only the ones that pass rigorous screenings for growth potential, capital preservation, income and a variety of other factors. Not only do we consider the potential for returns for these investments, but we'll also look for the diversification and tax benefits they can bring to your portfolio. Most important, the selections must have a greater likelihood of achieving your short- and long-term goals without taking on unnecessary risk. And as your life changes, your strategy may, too.
Investing isn't only about stocks and bonds. We also look at:
- Mutual funds and ETFs
- Annuity options
- Real estate investment trusts (REITs)
- Alternative investments and structured products
- Professional asset managers and managed accounts
- Cash alternatives
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Monitoring your Strategy
Careful monitoring helps us recognize when your portfolio allocation begins to stray from your original intentions
Careful monitoring helps us recognize when your portfolio allocation begins to stray from your original intentions (perhaps as a result of market performance or macroeconomic changes) and needs to be rebalanced. That early intervention allows us to quickly adjust your asset allocation or investment selection to get you back on track.
The result is a carefully crafted investment strategy that reflects who you are and what you want out of life - one that uses the dynamic forces of the markets to help you reach your goals.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.