Our Process and Philosophy
We believe a successful outcome is achieved from a combination of discipline, patience and strict attention to the quality of what we own.
Once our clients reach a certain level of assets where we can sufficiently diversify their holdings, we prefer to practice an institutional investing approach by utilizing a combination of individual equities, low expense ETFs, and other efficient securities that enable us to:
- Control what we own
- A greater potential to reduce internal costs
- Achieve far greater tax efficiency
- Control what we own: We work with our clients to understand and embrace changing markets and volatility as these conditions present opportunity. Taking the advantage of selling into strength and buying on weakness can both enhance returns and aid in maintaining a well-balanced portfolio.
- A greater potential to reduce internal costs: By focusing on established goals and a defined action plan, along with regular formal reviews, we are able to stay on track to successfully meet the goals important to our clients and those people and organizations important to them.
- Achieve far greater tax efficiency: We invest for ourselves and our families in the exact same way as our clients. Put bluntly: we own what you own. We work tirelessly in aiming to provide our clients with successful and consistent returns the same way we work for ourselves.
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and investors may incur a profit or a loss regardless of strategies selected. Exchange traded fund (ETF) shareholders should be aware that the general level of stock or bond prices may decline, thus affecting the value of an ETF. Although ETFs are designed to provide investment results that generally correspond to the price and yield performance of their respective underlying indexes, the funds may not be able to exactly replicate the performance of the indexes because of fund expenses and other factors.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
