We focus on tactical asset allocation
and risk management.

Our approach to strategic asset allocation for investors is unique because of our focus on the tactical asset allocation and risk management aspects of portfolio management. Most strategies below utilize our Flexible Portfolio Method (FPM) of a Core holding of related strategy positions and a Swing holding that primarily uses Bull or Bear ETFs to increase or decrease market exposure in tune with our Technical Analysis of market trends.

growth strategies


Focus List Plus

The FLP is a growth portfolio that focuses on the Raymond James Analysts’ Best Picks recommendations. This is an all asset class research list with a bias toward domestic small-cap and mid-cap companies. FLP focuses on 15 to 20 securities that the analysts feel are likely to produce above-average price appreciation. The longterm record has been excellent, outperforming the S&P 500 on a consistent basis. This represents Raymond James’ very best research for growth investors and has delivered superior returns.

GLOBAL OPPORTUNITY PLUS

The GOP is primarily a large-cap, multi-style growth strategy that focuses on high quality blue chip stocks. The portfolio will seek broad diversification across most of the major economic sectors. A top-down investment approach to these broad sectors will be taken to determine the desired sector exposure of the portfolio. A bottom-up approach to stock selection will be applied thereafter.

GROWTH PORTFOLIO PLUS

The GPP portfolio is fully tactical and implements our proprietary approach to technical analysis of price trends. GPP typically focuses on five to 10 ETFs and/or mutual funds to trade Short to Intermediate term opportunities based on our technical analysis of broad market and sector trends. Both Bull and Bear equity and bond ETFs are utilized. However, the primary focus will normally be on equity markets.

Income & Growth strategies


Equity Income Portfolios

The EIPP version has a variety of income producing securities but typically has a 40% to 50% focus on energy and natural resource related securities including pipelines, shipping, utilities and Royalty Trust. Some of these securities are Master Limited Partnership (MLP) where their income results are reported to you on K-1 reports rather than 1099 forms. The EIPE version eliminates the MLPs but has essentially the same type of industry allocation, income stream and growth potential by holding mutual funds that hold MLPs, which typically avoids K-1 reporting and Unrelated Business Income tax concerns for IRAs and pension accounts. The PIP (Portfolio Income Plus) version is a complementary income and growth strategy to the EIPP/EIPE portfolios with a broader spectrum of income and growth sectors and industries with very little overlap in the securities held. All have FPM Management Approach.

DIVERSIFIED INCOME TAXABLE PLUS

The DITP is a diversified allocation among various types of bond funds as determined by our technical analysis process. The type of bond fund sectors analyzed include U.S. government, GNMA, U.S. corporate (investment grade and high yield), international investment grade hedged or non-hedged to the U.S. dollar, emerging market debt and U.S. dollar Bull or Bear securities. Our technical analysis process will determine the allocation among the bond fund types. Inverse bond funds may be used to hedge against rising interest rates.

Macro investment trends


Energy/Defense/Resources Plus

The EDRP strategy is appropriate for investment objectives that seek to respond to opportunities that arise from resource shortages and/or political/economic turmoil in a global perspective. Portfolio holdings include both individual companies and mutual funds that focus on the sectors of this strategy. There are nine sub-sectors: Oil & Gas Drilling Services; Exploration & Production; Alternative Energy; Major Defense Manufacturers; Defense Component Manufacturers; Detection & Security Systems; Precious Metals; Basic Materials, and Food, Agriculture & Real Estate. NRP is a similar version that eliminates exposure to the Defense sectors. FPM Management Approach.

Precious Metals Plus

Companies and mutual funds that concentrate on precious metals and related mining companies are the focus of this portfolio. Our technical analysis of the price action for these securities guides the net market exposure for this strategy.

GLOBAL INDE-FLATION PLUS

The GIP is structured to respond to inflation or deflation trends guided by the Harry Browne philosophy of having a permanent portfolio that responds to basic macro trends over the long term. However, we have added the flexibility to be very responsive to the vagaries of macro trends. FPM Management Approach.

ASSET ALLOCATION PORTFOLIO PLUS

The AAPP is built for the long term investor or institution that seeks a diversified portfolio across multiple asset classes through low cost index based ETFs. The strategy is designed to reduce exposure to risk by combining a variety of low correlated investments. FPM Management Approach.

There can be no assurance that any of the Investment Management Strategies offered through IPMG will obtain their respective objectives, or that losses will not be experienced. We suggest that investors consider investing in several of our strategies in order to create a balanced strategic Asset Allocation.

Past performance is not indicative of future results. Securities and insurance products offered by Raymond James & Associates are not FDIC insured, not a deposit, not an obligation of or guaranteed by Raymond James, its affiliates, or any government agency and may lose value.