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PERFORMANCEYour number one measure of performance is actual net returns earned compared to your personal Retirement-Income-Confidence range of returns.  Remember that our forward looking "Retirement-Freedom Analysis" helps you determine your personal range of required investment returns. Your personal "range of returns" represents the target that drives investment selection and is the true measure of success. Each update to your Retirement-Freedom Analysis gives you a meaningful "forward report card" on where you stand. Our number one measure of performance is the retention of our clients. 86% of the client households that helped us establish our Raymond James practice in 1995 are still with us almost 17 years later, either individually or represented by their heirs.* The standard measure of portfolio investment returns You receive comparative performance reviews prepared by Raymond James accounting systems. Portfolio Investment Performance is measured net of all costs and compared to specified indexes which are statistics and therefore normally do not reflect the impact that costs would have on the index performance. We often build the investment allocation using a combination of individual money managers. We know that past performance does not assure future performance, so we work with our Raymond James Asset Management Services to try to statistically identify managers that demonstrate the skill and aptitude to navigate the challenges ahead. Since we tailor the investment lineup to your specific needs and objectives, every household has its own unique investment performance which stands on its own merit. This is why our key measures of performance are client retention and achieving the required performance to fulfill your personal plan. NEXT: COST Note: *Our basis for this calculation is available upon request and is reviewed and updated annually with Raymond James Financial Services, Inc. Compliance department. Our founding annual anniversary date is 12-31-95. Updated 12.31.11. |
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