Our clients are unique. So are the investment strategies we create for them.

We serve a diverse clientele – from individuals to businesses and foundations – that comes to us from all across the country and from all walks of life. We provide them with a comprehensive range of investment services, retirement planning, and – through the full resources and specialists of Raymond James – estate planning, insurance analysis and banking services.

Like you, each client we serve has unique, individual investment needs based on family resources and risk tolerances. So we take time to get to know our clients in order to create plans rooted in asset preservation but with an eye toward growth and increased prosperity.

When it comes to investing, you'll find that our tactical asset allocation process and diversified investment strategy is not a one-size-fits-all approach. Neither is the way in which we apply this approach to our clients' portfolios.

Diversification and strategic asset allocation do not ensure a profit or protect against a loss.