Investor Access

 

 

The Clark McCaffery Wealth Management of Raymond James & Associates is dedicated to helping build and preserve wealth for our clients. We want our clients to know that we will watch over their investments as if they were our own. We strive to develop lasting relationships based upon a solid foundation of trust, friendship, and an uncompromising commitment to serve our clients.

Investment Philosophy

The Clark, Lane, McCaffery Group have a highly structured approach to investing that is logical, organized, and disciplined. Since no two investors have the same needs, we will develop a unique plan for you and your family taking into account all of your individual needs.

1. Analysis- We begin with a comprehensive interview to review all aspects of your finances. We will identify the strengths and weaknesses of your current situation and provide multiple suggestions on ways to improve them.
   
   
2. Plan Design- We will design a plan with you taking into account all of your investment needs including income retirement needs. We will work with you to plan the eventual transfer of wealth to future generations.
   
   
3. Plan Implementation- We will determine for you the correct strategic asset allocation of bonds, cash, equities, and alternative investments that match your risk tolerance.
   
   
4. Risk Management- We use several sources of Fundamental research to help us identify what to invest in. We also provide actual risk assessment for each security using Point and Figure Technical Analysis. This enables us to identify potentially when to buy and sell a security and also identify periods that potentially benefit when holding cash or owning securities.
   
   
5. Account Monitoring- We will continuously monitor your account and alert you to any risk changes. In addition, our systems are constantly monitoring the risks of the market as a whole and each sector of the market. This helps us to minimize the risk to you.
   
   
6. Communications- We will communicate with you and keep you well informed and up to date of the ever changing market. We are ready and available to be of service to you everyday and are only a phone call away.
   
   
7. Follow Up- We will continue to follow up with you and make changes in your financial plan as your personal needs change or if a specific situation should arise.

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