A single source of guidance for your financial life

Our team applies a thoroughly comprehensive approach to your financial life, connecting your investment allocation to a financial plan that includes essential matters such as legacy planning, insurance planning, tax planning and charitable giving strategies*. We personalize a plan to your specific situation, needs and goals.

Our clients are singularly focused on pursuing their goals, but we often see examples where their investments are spread among multiple accounts. Our goal is to serve as your financial quarterback or financial steward, coordinating your complete financial program. It’s why we also may collaborate with your accountant and attorney when the situation warrants, with your knowledge and approval.

*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

We serve as investment managers and a large portion of our relationships are advisory based discretionary accounts, meaning our clients have entrusted us to manage investments on their behalf. Our philosophy is to concentrate on sectors we find to have good momentum and strong earnings growth. We prefer to select equities that are both technically and fundamentally attractive, and we do our best to make tax-efficient transactions. Investment vehicles will be tailored to your individual suitability and situation.

When we review a new client’s accounts, we often find that they own an over-abundance of securities, so we focus on what they need in their portfolio, which in our view is a focused, yet diversified allocation of equities in various weights, depending on their goals and risk tolerance. As part of our straightforward and transparent approach to investment management, we always want our clients to know not only what investments they own, but why. We also apply a similar approach to the fixed income portion of our clients’ balanced allocations.

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

Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification.

Managed accounts are charged Advisory Fees in addition to internal fees of investment company products, and should be evaluated when determining the costs of a fee-based account. A list of additional considerations, as well as the fee schedule is available in the firms Form ADV (Part 2A) as well as the client agreement. Please ask your Advisor to provide.

Our team builds close, personal relationships with the people we serve. We also enjoy staying in touch and hearing about what’s new in their lives. Beyond just the personal enjoyment of these conversations is that they help us determine if any adjustments are required to the plan or allocation to accommodate shifts or transitions in their lives.

We are always looking out for our clients and committed to serving their best interest, being accountable for our actions, and being responsive to their needs. We believe that this creates a solid foundation for trusted business relationships as well.