Managing client investments
through careful analysis

You are concerned that your investments aren’t earning at their full potential, but you really don’t have the time to manage them yourself. You need us. Through Raymond James, we provide fee-based asset management. We believe we’re different from other financial advisors because we employ a dynamic active investing strategy in which we constantly monitor and invest in products that we have determined have the best risk-reward. It’s different from the usual buy-and-hold philosophy. Our goal is to balance the risk and reward to seek consistent returns on your investments. If you think that approach is for you, give us a call.

*There is no assurance that any investment strategy will be successful.
Investing involves risk and investors may incur a profit or a loss.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2A as well as the client agreement.