Our perspective on money management
Our guiding force is to do what is best for our clients. To this end, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.
We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.
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Before our professional team can serve you, we must first get to know one another to help ensure that our collaboration is the best choice to pursue your unique needs. We do this by spending time with you to ascertain and understand your unique goals, overall financial situation, investment experience and risk tolerance. During this time, we also provide the framework for how we think and operate, so you have a clear understanding of our robust capabilities and services – and how they can be tailored to you.
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Our next course of action is to come together as your financial counsel to carefully analyze the totality of information we have discovered. It’s this detailed evaluation that enlightens the decision-making for designing your personal plan. At times, it makes sense to coordinate among your other trusted advisors, such as your attorney and accountant, in order to simplify your plan and help ensure it is well-managed overall. At the end of this phase, we present our tailored recommendations to you – answering questions, considering alternatives and outlining the next steps as we move toward implementing your plan.
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Once we receive your approval, our professionals extensively research all elements of your custom plan to prepare for execution. The strategies we’ve selected are aligned with our broad base of in-depth resources, which we access through Raymond James. With your approval, we will execute your customized strategy. This involves the selection of specific account types, investment products and optional services, and the careful handling of all necessary paperwork.
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After your plan is implemented in alignment with your goals, we will prudently review its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our integrated planning means staying abreast of any updates in your life and advising when changes are needed with your custom plan. Expect our astute team to provide reporting of your account activity and conduct reviews so we can be sure to cover all aspects of your financial future.
