Helping our clients enhance their lives, endeavors and organizations
Our mission is to assist affluent families and institutional clients in realizing their goals and objectives through the development of well-conceived, long-term financial strategies. We endeavor to establish deep and valued relationships with our clients so that we may gain a true understanding of their needs and objectives, whether it’s fulfilling the mission of their organizations or managing, preserving and transferring the wealth of their families.
We take an objective, unbiased approach to financial guidance and tailor our recommendations to each individual client situation. Most importantly, we are committed to maintaining a high degree of professionalism and integrity, and we follow prudent practices when implementing financial strategies for our clients.
Our advisory process
We examine every detail of our clients’ finances and compare them to their goals and objectives. Usually what’s working and what’s broken become apparent, and we work with our clients to close any gaps in their current plans.
Our team analyzes the information shared with us and designs strategies intended to help reach clients’ objectives. This step may involve collaboration with other specialists or clients’ existing professionals.
We present our recommendations, answer any questions, consider alternatives, and outline the steps we need to take to implement the plan.
In this step, we execute the customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products, and optional services; we then complete the necessary paperwork in a coordinated approach.
Once your plan is implemented, we continually monitor the progress of our recommendations relative to our clients’ defined objectives and suggest changes as needed. A key to this step is your involvement in the process and communication of any significant changes in your family or organization. We accomplish this by providing ongoing reporting of account activity and by conducting periodic reviews.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.