Your compensation plan as a corporate executive represents both a wealth of opportunity and a web of complexity. With your focus on the business, you need a partner to help you make the most of your benefits and pursue your personal financial goals. As your trusted guide, we will help you make informed decisions regarding deferred compensation plans and restricted stock. We can also design a tax-efficient, stress-tested portfolio for you that is not overly weighted toward your own company’s securities – so you can focus on living your life and leading with confidence.
Janet, a banker with a passion for helping the homeless, was gearing up to make changes to her portfolio ahead of retirement. She was curious about sustainable investing, but she had heard that you have to sacrifice returns to invest this way. To address her concerns, we would share with her studies from Harvard Business Review, Oxford and others that show that using environmental, social and governance (ESG) insights in investment decision-making may not mean sacrificing performance. We would also guide her in exploring sustainable strategies designed to promote affordable housing and community development. Our mission would be to create a portfolio that reflects her ideals.
The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary
To Raymond James, sustainability means remaining profitable while helping to build stronger, healthier communities. The firm focuses on areas with the highest potential for real impact, seeking continuous progress. Learn more.
Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.
