Broadening your investment scope Utilizing diversification for investment strategy flexibility

Our process combines disciplined investment strategies with the intelligence and knowledge of our deeply experienced team. We have spent decades developing, enhancing and delivering our distinctive approach to investing — one designed to weather the ebbs and flows of the markets over time.

We take pride in having a direct hand in customizing investment strategies to your specific investment goals. Every team member at Tumlin Levin Sumner Wealth Management plays a role in managing your accounts and maintains a professional relationship with those we trust to provide investment solutions on your behalf.

Through clear communication, we help you under-stand what you own and why, placing your best interest at the forefront of our decision process. We look forward to talking in more detail about the advantages of the most time-tested investment strategies offered through our team.

Relative Strength Strategies

• Sophisticated money management
• Core and satellite strategies
• Tactical asset allocation
• Portfolio minimums apply

SMA/UMA Accounts

• Sophisticated money management
• Tax conscious*
• Fixed income portfolio management
• Diversification of strategies
• Portfolio minimums apply
• Distinct dividend strategies

*Raymond James does not offer legal or tax advice. Please speak with the appropriate professional.

Freedom Portfolios

• Simplified account management
• Access to investment expertise
• Strategy diversification
• Variable account sizes