Our philosophy around investing
At Wisdom Wealth Strategies of Raymond James, planning always comes before investing – and there’s good reason for it. Knowing upfront what is important to you and everything you want to accomplish is what enables us to customize an investment portfolio to those qualities and priorities.
We believe in maintaining an active/passive combination of investing. We are not going to simply rely on one type of strategy or another, but instead diversify among a variety of value, growth, small-cap and mid-cap stocks, depending on current market conditions. We are very flexible and quality-driven in our investment approach.
