an Array of Investment Strategies

Our team of professionals unlocks a myriad of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income securities, mutual funds and exchange traded funds, as well as select life insurance and annuity products when appropriate.

We carefully analyze the many investment strategies, managers and products to uncover those we believe to be of the highest caliber, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

Your assets and needs are unique, and we believe your investment strategy should follow suit.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.

  • We are committed to offering you access to a wealth of high-quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.

    Our services include:

    • Managed discretionary accounts
    • Wrap accounts
    • Traditional investments, like equities, fixed income, annuities, mutual funds, exchange traded funds
    • Structured products
    • Separately managed accounts
    • Unified managed accounts
    • Alternative investments
    • Life insurance
    • Annuities
    • Options
  • Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We strive to thoroughly vet the wide array of investment solutions we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis, as well as the latest market and economic commentary.

  • We employ a personalized process to build a customized, diversified portfolio that addresses your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and actively manages your financial plan, adjusting along the way to meet your changing needs.

    Asset allocation and diversification do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Read
Markets & Investing
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Read
Markets & Investing
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Read
Markets and Investing
When markets react, consider a broader historical perspective before changing your financial course.
Read
Markets & Investing
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Read
Markets & Investing
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Read
Markets & Investing

Partner with us and explore your path confidently

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.  Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.