Matching investments to your individual objectives
Your goals and needs are unique, so we believe your investment strategy should follow suit. Using our extensive experience with the various choices for your portfolio, we can help customize an investment mix that is the right fit for your circumstances.
Our priorities are to preserve your wealth, pursue a reasonable rate of return and counter the erosive effects of inflation and taxes. We have access to a wealth of quality investment opportunities to fit your objective, whether it is growth, capital preservation, income or other factors.
Our investment management approach begins by understanding your life goals, risk tolerances, liquidity needs, tax liabilities and financial responsibilities. We then work in close collaboration with you and our select roster of experienced money managers to create an investment strategy and portfolio designed to strive for your objectives.
We believe diversification across a broad spectrum of asset classes is the best way to help our clients pursue their long-term objectives, balancing risk and return. In addition, we believe true diversification requires managing cash flows across and within asset classes in various market environments.
We also believe that a proper allocation among different investments and asset classes can be an effective way to pursue your goals. We build target asset allocation models that balance capital preservation, growth and income generation. We employ efficient and cost-effective securities to create a broadly diversified core portfolio and rely on specialized satellite strategies to achieve specific objectives. Our asset allocation models are dynamic and generally become more conservative as our clients age.
The specialized services we offer incorporate everything from alternative investments to estate planning, charitable giving strategies to trust services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
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Elite success opens a world of possibility few will ever experience – and still fewer can navigate well. The team at Palmer & Moore Financial Group collaborate with the Raymond James Private Institutional Client Desk (PIC) to serve the sophisticated needs of ultra-high-net-worth clients, family offices, endowments and other mid-market institutional accounts with at least $50 million in total assets.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation does not guarantee a profit nor protect against loss.
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No matter where a business stands in its life cycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within eight growth-oriented industry practices to serve you.
In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources to strive for continued success.
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As an entrepreneur, you have so much to plan for: your business, your family and your retirement. And it’s easy to get caught up in daily tasks and neglect your personal finances. That’s where we come in. We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or exit planning and the sale of your business, we can be your guide.
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With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to ensure that we are continuously working to fulfill your financial goals.
Banking and lending solutions provided by Raymond James Bank. Raymond James & Associates, Inc., is affiliated with Raymond James Bank, a Florida-chartered bank.
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For those who appreciate the potential of alternative investments in a comprehensive portfolio, we offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate and other alternative investment options. Of course, alternatives aren’t for everyone, and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.
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.
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Sustainable investing, an approach that integrates environmental, social and governance (ESG) criteria, is becoming a much sought-after strategy in the financial industry. Whether implemented through socially responsible investing (SRI) screening, ESG integration or impact investing, sustainable investing offers a growing number of options for investors interested in pursuing goals beyond financial growth when building their portfolios.
Sustainable investing may incorporate criteria beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other investment strategies or broad market benchmarks. Please review any offering or other informational material available for any investment or investment strategy that incorporates sustainable investing criteria and consult your financial professional prior to investing.
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Our team of professionals unlocks a number 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, annuities, mutual funds and exchange-traded funds.
We sift through 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.
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.
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There are many scenarios that can lead to a concentrated stock position, and monetization strategies can be effective for optimizing your portfolio’s performance and providing needed liquidity. We offer diligent counsel to investors, helping them implement strategies to alleviate potential risk while staying aligned with your goals.
Our experienced team is knowledgeable of tax and regulatory standards, and works prudently to preserve clients’ anonymity throughout the process. We understand the many factors our clients must take into account while managing their options, and offer the resources and expertise to ensure seamless and efficient execution.