managing your investments and your portfolio

As a successful individual, your time is valuable. You certainly understand the sense of relief that can come from placing the time-consuming task of managing your investments in the hands of financial professionals acting in your best interest.

With discretionary investment management, you set the direction and goals, while our experienced team works together to ensure proper execution of our strategy – based on your goals, risk appetite and investment time line. Investments are carefully selected using our team’s experience and research, as well as the robust resources of Raymond James. Ongoing communication and transparency helps to ensure the strategy and portfolio remain consistent with your objectives and preferences.

We take great care in building portfolios, monitoring them, and sharing the results with our clients. Bill Geary is a Chartered Financial Analyst. As a CFA® charterholder, he holds one of the world’s most respected and recognized investment designations, and has the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting.