We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Experience: Bruce and David have combined experience of over 65 years
Stability: They are native Houstonians and have been at Raymond James for over 19 years
Support: Their two Sales Associates are very responsive in the handling of customer requests and account maintenance
Top Down Global Investment Model: Country by country review of economic trends, as well as, market valuations leads to equity and fixed income selection by sector
Syndicate Participation: Our participation rate facilitates good availability of syndicate issues
Master Limited Partnerships: A source of tax deferred income
Customization: Portfolios are designed to meet the needs and desires of each individual client
Communication: The cornerstone of our client relationships
Diversification: In addition to our top down global strategy, portfolios can be diversified with access to over 45 outside money managers
Research: Multiple sources, including Bloomberg, which help support the team’s independent and objective view of the world
There is no assurance any investment strategy will be successful. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets. MLP distributions are not guaranteed. The actual amount of cash distributions may fluctuate and will depend on the future operating performance. Increasing interest rates could have an adverse effect on MLP unit prices as alternative yields become more attractive.