A breadth of services

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to serve a variety of needs

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

At our Branch location, we use our proprietary Modular Portfolio Design process to benefit our clients, as well as offering the other services listed below. Our Portfolio design employs multiple strategies within Modular Portfolio Design including trend investing and traditional asset allocation.

Trend following is an investment strategy based on the technical analysis of market prices, rather than on the fundamental strengths of the companies. In financial markets, traders and investors using a trend following strategy believe that prices tend to move upwards or downwards over time. They try to take advantage of these market trends by observing the current direction and using this to decide whether to buy or sell. We use these indicators in both equity markets and fixed income markets. This link will take you to a definition of trend investing - https://en.wikipedia.org/wiki/Trend_following

Asset allocation entails exchanging the potential to reap a higher return – and the risk of taking an equally dramatic loss – for the likelihood of generating a more consistent, positive return over the long term. This link gives a brief definition of asset allocation -  http://www.raymondjames.com/branches/library/new_asset_allocation.htm

Modular Portfolio Design (MPD)is a robust and flexible framework designed to build institutional-style portfolios by utilizing different sources of return and combining disparate elements into a *diversified portfolio while managing risk and return expectations for our clients.(*Diversification does not ensure a profit or guarantee against losses in a declining market.)

Modular Portfolio Design consists of four components:
 

4. Alpha - seeks consistent above-market returns: We seek Alpha in the funds we select and all of our client’s portfolios, it is designed to increase risk-adjusted returns through active management.

Benefits of adopting MPD may include:

• A potential improvement in the risk/reward profile of their clients’ portfolios by fully (and intelligently) utilizing all of the tools available to today’s investor.
• The flexibility to design portfolios using mutual funds, ETFs, alternative investment vehicles and individual securities
• The ability to accommodate an advisor’s proprietary insights as well the client’s own biases

Modular Portfolio Design provides an adaptable framework for building customized client portfolios with the potential for greater returns and lower risk. In other words, it provides the opportunity to move “beyond the style box."

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.

International investing involves special risks, including currency fluctuations, different financial accounting standards, and possible political and economic volatility. Investing in emerging markets can be riskier than investing in well-established foreign markets.

Investing in small- and mid-cap stocks generally involves greater risks and, therefore, may not be appropriate for every investor.

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.