Personalized investing with a long-term perspective
At Christoph Wealth Advisory Services of Raymond James, we understand that each client is unique, with their own set of investment goals and an individual risk tolerance profile. We will tailor an investment portfolio with all of these considerations in mind. We endorse taking a long-term perspective, balancing the need for preserving capital and the potential for capital appreciation. We also take into account outside factors, such as strategies for concentrated equity positions relating to employment.
Each plan is uniquely designed, and each investment portfolio is developed from the ground up one security at a time by investing in high-quality securities using multiple asset classes. Above all, we want clients to understand their investment plan and how it fits into their overall financial plan.
