The goal of investing is more than just financial growth
In this Financial Services section, we describe the general services we offer. In practice, it’s very common that they overlap. We customize our services to meet your needs; we don’t need to stay within the “boundaries” of each service as described here.
In this service, a senior financial advisor manages the holdings within a client’s investment portfolio and the trading of them to pursue a specific investment objective. Sometimes this service is referred to as “wealth management.”
Investment management services include asset allocation, stock selection, monitoring of existing investments, and portfolio strategy and implementation. It is a high-level professional service that combines several financial services together into one custom approach.
It’s a holistic approach because it can encompass all parts of your financial life. You no longer need to integrate different pieces of financial advice from different sources. The solution is tailored for you, addressing your current situation and wealth, future goals, and more. This service can also help with wealth transfer because it helps you preserve your wealth and minimize taxes and fees.
Together, we implement a custom portfolio designed to meet your goals. We also address any changes in your financial situation over time, meeting with you regularly to update goals, investigate whether additional services are necessary, and review and rebalance your financial portfolio.
Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help you meet your long-term objectives, balancing risk and return.
If you appreciate the potential of alternative investments in a comprehensive portfolio, we offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options, such as those listed below. Of course, alternatives aren’t for everyone, and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.
The process of rebalancing may result in tax consequences.
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 our office for information and availability.
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