A new standard of portfolio management
A new standard of investment management
As your trusted partner, we help you pursue your goals by constructing, managing, and reviewing a broadly diversified investment strategy that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Using a wealth of resources, we gain insight into the risk and return characteristics of your investment options. The investment strategies we pursue are modeled on those used by elite institutions to help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – your goals, time horizon and tax implications – to create a stronger strategy tailored to you.
Our priority is to help you make informed financial decisions about the components of your investment plan. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.
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
Asset Allocation: A Guide to the Fundamentals of Portfolio Construction
The importance of asset allocation while saving for retirement
Strategic Asset Allocation Models
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 your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.