Services
Services from Menna Capital Management
Our WealthTarget® Portfolios are based on nine different risk profiles which are then finely tuned to each client. Our research process has been developed to find what we consider to be some of the best professional money managers on Wall Street. For some clients, we offer individual stock portfolio management utilizing a process we have developed in-house. Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets. We are skilled professionals in portfolio design focusing on what is important to you today and tomorrow. Our WealthTarget® Portfolios can be custom designed on a stand-alone basis or as an integral part of a comprehensive financial plan.
For your financial planning needs, we offer three different WealthTarget® Strategies. Each strategy represents a different level of sophistication. We focus on your most pressing financial issues first. Then we design a long-term plan with an objective to help minimize your risks and maximize your potential. Our strategies were designed to help you gain confidence in your financial decisions which could potentially enhance your freedom from stress and may help you move closer to your ultimate success.
We start by listening to you, your dreams, your goals, your wealth planning needs. We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle.
Services from Raymond James
Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.
- Asset Allocation Asset allocation versus diversification - what's the difference?
- Asset Management Discover the benefits of professional asset management.
- Estate Planning Trust services for the preservation of assets and the fulfillment of wishes.
- Financial Planning Your financial future is important. Don't trust it to just anyone.
- Mutual Funds Your purchasing power at work.
- Retirement Planning In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks How do stocks fit into my financial plan?
- College Planning What will it take to deliver the dream?
- Bonds Are bonds right for you?
- Mortgage Center Innovative residential financing options for our investor clients.
- Identity Theft The more you know about identity theft, the better you can protect yourself.
- 401(k) What to expect from your 401(k) advisor.
- Insurance and Annuities Preparing for the unexpected may start with quality insurance alternatives.
- Stock Options Strengthen your portfolio without stretching your finances.
- Investment Banking Serving the capital and advisory needs of today's middle-market companies.
- Tax Planning Prepare for taxes all year round with this handy reference guide.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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