ALLOCATING ASSETS to a variety of investments
Asset allocation is a long-term strategy designed to help investors achieve their financial goals without assuming undue risk. By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term. Depending on your risk tolerance, the economic environment, your specific objectives and other factors, your portfolio may include domestic and global stocks, fixed income, real estate and alternative investments.
Asset allocation does not ensure a profit nor protect against loss. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. Alternative investments are available only to those who meet specific suitability requirements. There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements.
- 360 Concord St Ste 210 Charleston, SC 29401-6305
- T 843.720.3505
- TF 866.384.9891
- F 855.790.0927
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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.