Investor Access

 

 

Too often, individuals implement investment strategies without developing formal written investment plans or thoughtful investment policy statements. These documents provide a framework for plan implementation and, without them, measuring progress – or worse, a lack thereof – becomes difficult.

At Gilmore Chaffin Wealth Management of Raymond James & Associates, we provide custom financial planning services – including clear strategies and policy objective statements – tailored to each client’s individual goals. We believe that delivering a financial plan is not a one-time event, but rather an ongoing, necessary process requiring constant monitoring and attention to help ensure our clients are on track to meet – or exceed – their goals.

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Portfolio Management

To help ensure you’re well-positioned to achieve your financial objectives, we take a multi-dimensional, discretionary approach to portfolio management using both active and passive investment vehicles. We do this by:

| Implementing risk-adjusted portfolio strategies, which may involve using a combination of exchange-traded funds (ETFs), separately managed accounts (SMAs) and mutual funds;

| Customizing and personalizing your portfolio in accordance with your individual tolerance for risk, time horizon and objectives;

| Employing macro-economic, top-down asset allocation strategies based upon the current economic and investment outlook; and*

| Managing your portfolio with the secondary objective of achieving tax-efficiency through the use of carefully selected investment vehicles and tax-harvesting strategies.

*Asset allocation does not ensure a profit or protect against a loss.

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