We believe that the best way to ensure the long-term success of our business is to focus primarily and passionately on meeting the needs of our clients. The main reason we affiliated with Raymond James is that “Service 1st” is the foundation of the firm’s core values.
Our Service Covenants
Our Investment Covenants
The application of thoughtfully considered principles is the most effective way to make investment decisions and approach market challenges. We focus on these core elements as we perform investment management for our clients.
Simplicity: Do we truly understand the investment or strategy and can we articulate it to our clients?
Conservative: Have we considered the implications, risks and benefits of the investment strategy we are pursuing on behalf of our clients?
Goal-Driven: Does it help us accomplish specific client objectives?
Cost-Effective: Are our fees reasonable given the services rendered?
Embrace Change: The world moves at rapid pace and we must adapt as needed.
Common Sense: Is it prudent?
Our approach to investing and managing risk has helped put our clients in a position of financial strength. Discover the difference by contacting us.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.