An array of investment strategies

Managing Wealth Through a Well-Reasoned Approach

Our objectives for our clients are to help preserve capital, achieve a reasonable rate of return and outpace the erosive effects of inflation and taxes.

We assess your current financial picture, make recommendations for moving forward and explain our strategic, disciplined and consistent approach to the investment process.

We provide asset management services to individuals and institutions and remain committed to developing and following a disciplined investment process – the key to helping to improve your return potential.

We know that asset allocation among cash, equity, fixed income and alternatives is one of the most critical decisions in the investment process. Focusing on corporate fundamentals and technical trends is an effective way to pursue investment goals.

VALUES BASED Investing – Many clients would love to match their personal values with their personal investments. Old beliefs that investing with a filter of socially responsible factors requires giving up performance are fading quickly.

Invera Wealth Advisors of Raymond James can help design your portfolio to match your personal values – environmental, social or political. We conduct our traditional robust fundamental and technical analysis and overlay that research with an additional filter based on data from more than 300 sources.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.