Investment Management

You and your circumstances are unique, and your investment portfolio should be customized to help you meet them. And while your needs are unlike anyone else’s, one thing is certain: they are always changing, and as a result, so should your portfolio. After all, life’s not static, why should your portfolio be?

We’ll tailor your portfolio to help meet your established financial goals and lifestyle. We utilize a variety of investment vehicles, which may include mutual funds, stocks, bonds, exchange-traded funds, annuities and alternative asset classes. We have an investment policy committee comprised of the top investment professionals in our firm who do extensive research to select the most appropriate tools designed to work for you.

We utilize Raymond James as our broker/dealer because it is one of the few investment firms with minimal restrictions on the types of products we offer our clients. And because it is a trusted, proven industry leader.

There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.

Raymond James

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Raymond James stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has more than 5,300 financial advisors serving approximately 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are currently $249 billion, of which approximately $30 billion are managed by the firm’s asset management subsidiaries.

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Who is Raymond James?

The name of the company comes from a merging of companies run by Robert A. James and Edward Raymond. Raymond James was incorporated as Robert A. James Investments in 1962. In 1964 Raymond and Associates merged into Robert A. James Investments and the firm of Raymond James & Associates was formed.