Portfolio Construction

Applying insight to the road ahead.

We are the builders and the managers of our clients’ portfolios. And each portfolio we build is designed exclusively for a specific investor, based on that person’s individual goals and level of comfort with risk. When you think about it, you’re not like anybody else. And we think your portfolio shouldn’t be like anybody else’s, either.

Our clients also appreciate that because we manage their portfolios, they are only one phone call away from the people charged with caring for their assets. This means when you call with a question or request, you won’t have to wait for us to call someone in order to provide answers or to get the ball rolling. And we are always directly accountable to you.

“Investments are important. But when we talk with clients, you quickly learn true wealth is family.”

Latest News

When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.
Markets & Investing
Sometimes the very thing that creates substantial wealth poses its greatest threat.
Markets & Investing
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.
Economy & Policy
Starting a business in retirement.
Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

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 our office for information and availability.


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