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 designed based on your goals, 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.

Investing involve risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. . Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.