INSIGHT AND GUIDANCE from KNOWLEDGEABLE PROFESSIONALS
The Investment Strategy Committee provides Raymond James financial advisors and their clients with actionable market commentary and investment guidance. The output from the committee is designed to support the financial planning and investment process of Raymond James financial advisors with their clients.
The committee focuses on four major areas in providing guidance:
- Economic fundamentals that are likely to affect the individual investor
- Major themes driving the risks and the return opportunities in the market
- Strategic allocation models based on long-term investment goals
- Tactical allocation guidance based on a six- to 12-month outlook in various asset classes
