Our Investment Approach

With over 50 years of combined experience, Glacier Advisors of Raymond James has delivered quality investment management and financial advice to our clients. Our team seeks to seamlessly integrate with your family or small business, assessing the unique needs and objectives required to build a secure future for you. We take the time to get to know you and your financial goals, before crafting an investment strategy based around your unique financial plan.

We understand that while growth is important, so are capital preservation and tax efficiency. We deploy cost-efficient, specialized investment strategies to target portfolio growth and downside protection. The flagship strategy seeks to act independently of broad stock market indices. We understand that some investments perform better in different market environments and believe your portfolio requires a hands-on approach. Using both technical and fundamental analysis, we deploy derivatives to enhance portfolio returns beyond stock appreciation and dividends. Over time, these techniques have protected our client’s investments in the toughest of market environments.

This is customized wealth management. With your long-term objectives in mind, we prudently review and tactically adjust your financial plan to preserve capital and align with your objectives. We seek to provide critical support and innovative strategies so that you focus on what matters most to you. Reach out to our advisors today to schedule a no obligation wealth consultation.