The Objective Portfolio Method (OPM)

Once we have established the appropriate asset allocation for you and your money, we initiate our Objective Portfolio Method (OPM) to select the managers that we will recommend to manage each asset class of your portfolio. Its “Objective” component influences the process in two ways: we evaluate investment manager selection without subjective bias, and specifically to help meet your objective. We rely on Modern Portfolio Theory* statistics to isolate historical top performers and then apply enhanced scrutiny which focuses on internal expenses, manager tenure, mandated objective and guidelines, internal holdings, and corporate culture. Once we have selected a list of managers, we evaluate your portfolio as a whole, identifying unnecessary correlation, underlying holdings overlap, and overall risk metrics. For advisory contracted accounts, we monitor the managers’ performance and recommend changes when necessary.

The LongVIEW Strategies:
(Longview’s Variable Independently-Executed Wealth Strategies)

Variable: Strategy construction varies from time to time based on current economic indicators, market indicators, and individual client circumstances

Independently-executed: Each asset class within a strategy is managed independently, allowing us to focus on appropriate allocation for each individual client’s scenario and goals

BASE STRATEGIES:

  • Conservative
  • Conservative Growth and Income
  • Balanced
  • Moderate-Growth and Income
  • Growth
  • Aggressive Growth

*Modern Portfolio Theory attempts to maximize a portfolio’s expected return for a relative amount of portfolio risk, or to equally minimize the risk for an expected level of return by choosing assets in various proportions.

The foregoing content reflects the opinions of the strategy manager, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. All investment are subject to risk, including loss. This is no assurance that any investment strategy will be successful. Past performance does not guarantee future results. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. This fact sheet is not intended to be a client-specific suitability analysis or recommendation. Do not use this fact sheet as the sole basis for investment decisions. Do not select an investment strategy based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon. Raymond James investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. This material is intended only for clients and prospective clients of a Raymond James fee-based advisory program. The individual(s) mentioned as the Investment Manager(s) are Financial Advisors with Raymond James participating in a Raymond James fee-based advisory program. This is an investment advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a range of securities. Raymond James investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. 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. This portfolio strategy may contain Exchange Traded Funds (ETF) and/or Mutual Funds. Investors should carefully consider the ETF and mutual fund investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information and can be obtained from the ETF or Mutual Fund sponsor as well as from your financial advisor. The prospectus should be read carefully before investing.