Guidance for the big picture and finer details
A refined perspective on money management
Our guiding force is to do what is best for our clients, with a focus on performance. To strive to achieve that, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.
By demonstrating our drive and objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs, with services that include investment management, asset preservation, retirement and estate planning, as well as charitable giving.
We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Our Mission Statement
To make a difference in the financial well-being and the lives of those that have entrusted us with the stewardship of their financial blessings.
Our Firm
STEPHEN P. POITEVINT, Registered Principal, Financial Advisor, Investment Management Consultant, assists serious investors in a full-range of financial and estate services for the accumulation and preservation of wealth.
RAYMOND JAMES FINANCIAL SERVICES, Inc. (RJFS) member NASD/SIPC, carefully selected by Poitevint in 1990, remains one of the nation's premier firms for independent financial advisors. RJFS is where Stephen P. Poitevint positions his various regulatory licenses while providing clients with almost unlimited choices of investment, insurance and tax-reducing financial products, and services. Uniquely, RJFS has no incentives, requirements, and no expectations of our people offering any of their proprietary products. In addition to a nearly unlimited array of financial products and services, RJFS provides client security through account insurance of up to $100 Million per account.
OUR FIRM IS COMMITTED
Your financial future is as important to us as it is to you.
Our Services
Our first meeting begins with a thorough examination of your financial resources. We review your financial goals, objectives, time-horizon, and determine your risk-tolerance level. We strongly believe in securing top quality investments, diversification, and investing over the long-term.
Through our affiliation with Raymond James Financial Services, Inc., our clients have access to a comprehensive range of investments and services, including:
- Fee-Based, Institutional-Level Asset Management using Modern Portfolio Theory and Asset Allocation
- Load and No-Load Mutual Funds
- Fixed and Variable Annuities
- Insurance
- Retirement Plans (401K, Profit Sharing, Simple IRA, & SEP IRA)
- Retirement Lump Sum Distribution & Rollover Analysis
- Retirement Cash Flow Projections
- Estate Planning
- Education Analysis
- Cash Management
- Stocks and Bonds (Tax-free, Government, & Corporate)
- On-line Trading and Account Access
Customer service is a vital part of what we do. We regularly communicate with our clients through newsletters, market commentaries, seminars, and financial reviews. We also offer easy access to your account and other financial information through our website (www.poitevint.com). In addition, should clients have questions or need help, we respond to their needs in a timely manner.
Our Qualifications
Our commitment is to provide independent and objective investment management and financial planning, superior investment alternatives to individuals and businesses, and great customer service. We are committed to your financial future.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
