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  • 6303 Cowboys Way Ste 425 Frisco, TX 75034
  • T 469.476.3657 F 833.329.0017 TF 866.668.9589
  • Map and Directions Map and Directions
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Manage Wealth

  • We take an institutional investment approach to managing our client’s assets by using quality professional investment managers from across the country to manage our client’s assets. High quality investment managers who have consistently added value through active management. We use forward looking market assumptions realizing that the past is not necessarily a reliable guide to the future. By using this approach we believe we can enhance the performance and provide the most consistent chance of achieving the client’s objectives.

    Our philosophy is to look at the risk profile of a client, their current station in life, and the current economic environment to develop a customized investment portfolio to help them reach their goals and objectives. So we develop an investment policy statement for each client based on their investment objective, risk tolerance, and time horizon.

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  • Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can help support your aspirations with a reliable stream of income.

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  • Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

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  • William Cleaver:
  • 6303 Cowboys Way, Ste 425 // Frisco, TX 75034
  • T 469.476.3657
  • F 833.329.0017
  • TF 866.668.9589
  • Maps and Directions Maps and 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.

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