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We Listen | Retirement–Freedom AnalysisTM | Invest–StremeTM Step 4: Regular Review and Adjustment: We use institutional risk management and money manager selection tools to try to identify best in class money managers and position them to manage your investments. Our Raymond James Asset Management department plays a key role in this process. We watch your managers "like a hawk" and will suggest repositioning when necessary. Part of our review discipline is to view your portfolio as cash, consider what a fresh lineup looks like, and if your current holdings are significantly different we suggest appropriate adjustments. If we wouldn’t buy that investment today, we don’t want to hold it now. |
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