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Investment philosophy

Investment philosophy

Our team’s investment philosophy is quite simple – develop and manage portfolios that seek to help clients achieve returns appropriate for their risk tolerance in upward markets while still striving to maintain the tactical flexibility to help manage risk in downward markets. This is why we put a high emphasis on selecting quality managers in all asset classes in order to offer you a broad selection of investment opportunities. We evaluate managers on their philosophy, process and performance and review many respected sources of quantitative screening and analysis throughout the selection process.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Diversification and asset allocation do not ensure a profit or protect against a loss.

Selecting the right investments begins with selecting the right investment managers for the job.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 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. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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