Investment strategies for every investor objective
At Wisdom Wealth Strategies of Raymond James, we understand that all investors are not the same. Their goals are uniquely theirs and are reflected in their investment objectives – whether it’s capital appreciation, tax efficiencies, rising income or reduced volatility. That’s why we have a full array of specific investment strategies to address every objective. Here is a summary of each strategy we offer.
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Investment Philosophy
WWS Dynamic Balanced Strategy is designed to seek rising dividends and interest income with the flexibility to focus on catalyst driven sectors. By diversifying between dividend stocks, select micro and macro-economic trends and maintaining balance in fixed income investments, the strategy is designed to benefit from economic change while striving to provide increasing income. The strategy targets an allocation of approximately 70% equities and 30% fixed income in an effort to limit strategy volatility and to provide total return.
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Investment Philosophy
WWS Green Innovation is a forward-thinking strategy focused on the economic transition from fossil fuels to green technologies. The strategy allocates into solar, wind, electric vehicle, and other clean tech.
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The WWS Balanced with Growth Strategy is designed for investors seeking tax-efficient growth and long-term capital appreciation with reduced volatility.
It aims to seek long-term capital appreciation by broadly diversifying primarily between U.S. stocks and bonds. This strategy is generally allocated primarily to equities and moderately to fixed income in an effort to limit volatility and to provide total return.
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The WWS Dividend Growth Strategy is designed for investors seeking long-term growth of income and principal as a hedge against inflation and an alternative to interest rates.
It aims to be a tax-efficient strategy seeking rising income and long-term capital appreciation. The strategy diversifies across stocks from multiple industries with capacity and a commitment to consistently raise their dividends.
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The WWS CS Dividend Growth Strategy is a tax-efficient strategy designed to seek rising income and long-term capital appreciation. The strategy diversifies across stocks from multiple industries with capacity and commitment to consistently raise their dividends. The strategy excludes stocks in healthcare, alcohol, tobacco and firearms industries.
It is designed for Christian Science (CS) investors seeking long-term growth of income and principal. The strategy’s objective is to serve as a hedge against inflation and an alternative to interest rates while in accordance with CS beliefs.
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The WWS Growth with Trends Strategy is for investors seeking capital appreciation. It is designed as a dynamic and innovative go-anywhere growth strategy.
It aims to be a dynamic all-cap equity strategy that seeks capital appreciation in large-, mid- and small-capitalization stocks. The strategy allocates a significant portion into sub-index funds representing various economic trends.
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The WWS Passive Growth with Trends Strategy is designed for investors seeking an innovative, passive, tax-efficient all-cap growth strategy.
It aims for a low turnover, tax-efficient, all-cap equity strategy that seeks capital appreciation in large-, mid- and small-capitalization stocks. The strategy allocates a significant portion into sub-index funds representing various economic trends.
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The WWS Tactical Strategy is a short-term catalyst-driven strategy designed to seek capital appreciation in exchange traded funds and stocks. The strategy is designed to benefit from both microeconomic and macroeconomic trends by concentrating in companies potentially benefiting from economic changes.
This strategy is for investors seeking capital appreciation. It is designed to transition through short-term changes in the economy and markets.
All investment are subject to risk, including loss. This is no assurance that any investment strategy will be successful. Asset allocation and diversification do not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager.
The foregoing content reflects the opinions of the strategy manager(s) and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward-looking and does not guarantee the future performance of any investment.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Strategies may contain exchange traded funds (ETFs) and/or mutual funds. Investors should carefully consider the ETF and mutual fund investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information and can be obtained from the ETF or mutual fund sponsor as well as from your financial advisor. The prospectus should be read carefully before investing.
Dividends are not guaranteed and must be authorized by the company’s board of directors.
