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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Diversification and asset allocation do not ensure a profit or protect against a loss.
