As value-based investors, we strive to take full advantage of opportunistic events and misperceptions in the marketplace. We look for equities with strong fundamentals such as earnings, dividends, book value and cash flow that are selling at a favorable price given their quality. Overall portfolio income stream is extremely important to us.
We employ macroeconomic and geopolitical analysis to help us identify favorable sectors and, ultimately, individual investment opportunities. While the location of a company’s headquarters is a consideration, the more important role geography plays is in assessing a company’s sources of revenue streams and the economic prospects of those countries and customers.
Generally, our balanced strategy asset allocation is approximately 65% equity and 35% fixed income. Fixed income consists of short- to medium-term corporate bonds and preferred shares. However, we may adjust the allocation between fixed income and equity securities to suit the needs of each individual client.
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.
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