A customized approach to asset management
Amid rapidly changing market dynamics, even the most sophisticated investors are challenged to maintain awareness, monitor their investments and respond to shifts in the landscape. That’s why FullCircle Private Wealth of Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a changing environment.
The asset management services available through Raymond James are suited to a wide range of objectives and offer the confidence of knowing your investments will be constantly monitored. These services are customized, fee-based* and strategic to reflect an ever-evolving market.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
Tactical Asset Allocation Outlook
Strategic Asset Allocation Models
The importance of asset allocation while saving for retirement
Asset Allocation: A Guide to the Fundamentals of Portfolio Construction
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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