Investment Solutions, Portfolio Management

Your assets and finances are unique, and we believe your investment strategy should mirror your needs.

Investment Solutions

Your best interests are first in all decision-making. We go through a rigorous, multi-step process that weighs different investment strategies and products to be able to determine the options suited to your specific needs.

We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products, and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds, and exchange-traded funds.


Alternative investments

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.

Options to choose from

Among our many possible investment choices, we include traditional investments like equities, fixed income, annuities, mutual funds, and exchange-traded funds. Asset allocation and diversification do not ensure a profit or protect against a loss.

Our vast knowledge and experience means we can help guide you toward investments that are the right fit for your circumstances.

Portfolio Management

Your interests are above all else. We will communicate honestly with you to tailor a plan to your needs through constructing a diverse portfolio, reviewing and suggesting changes as needed relative to your defined objectives.

With decades of experience and expertise in the industry, we are able to offer insight into the risk and return characteristics of your investment options. Our strategies and decisions come from models by elite institutions and your own preferences for risk. By weighing several factors and building a foundation of trust, we are better able to create a stronger, customized portfolio for you.

About your expectations

Life changes quickly. We will review the progress of your plan relative to your defined objectives. We will suggest changes as needed to ensure that we are in sync with you and measuring up to your expectations.

A Future You Envisioned

We are here to talk to you! Our team strives to keep you informed to make the best possible financial decisions for you and we take care to note the ongoing tax implications of each decision.

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to best fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Raymond James does not offer tax or legal advice.

Book for Financial Stability for life

True Wealth Is A Matter Of Deciding What You Want to Achieve With Your Capital And Ultimately Living Within Your Means.

- Daniel E. Butler, Author of Financial Stability for Life

Schedule an Appointment

Book your appointment with one of our CERTIFIED FINANCIAL PLANNER™ professionals.