objectivity and independence

As the team creating and managing your portfolio, we're uniquely positioned to provide transparency with our process and investment selections. In addition to reviewing research from Raymond James, we utilize additional avenues including FactSet, Credit Suisse, Standard & Poor's, Bespoke and others to help provide a broad perspective of insight.

It's likely that you'll need more than one type of portfolio, that's why we aren’t limited to just these investment strategies.

In our evaluation of companies and securities, we:

• Utilize fundamental, quantitative and technical factors
• Seek to avoid complicated financial structures and low-quality earnings
• Employ persistent qualitative factors in portfolio construction including strategies such as value, smaller size, lower volatility and relative strength
• Strive to understand a company's product cycle
• Apply a top-down allocation process and a bottom-up stock selection

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital. Past performance may not be indicative of future results.