Portfolio Construction

Applying insight to the road ahead.

We are the builders and the managers of our clients’ portfolios. And each portfolio we build is designed exclusively for a specific investor, based on that person’s individual goals and level of comfort with risk. When you think about it, you’re not like anybody else. And we think your portfolio shouldn’t be like anybody else’s, either.

Our clients also appreciate that because we manage their portfolios, they are only one phone call away from the people charged with caring for their assets. This means when you call with a question or request, you won’t have to wait for us to call someone in order to provide answers or to get the ball rolling. And we are always directly accountable to you.

“Investments are important. But when we talk with clients, you quickly learn true wealth is family.”

Latest News

Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The new legislation likely has implications for all federal tax-filers in the United States.
Tax Planning

Set them up for professional – and personal – success. 
Business Ownership
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership

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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