Our Philosophy
We believe that effective investment management begins with clarity of purpose. Using our Empower Process, we guide you through understanding the “why” behind your investments and how each decision aligns with your specific needs and objectives.
A Thoughtful Approach to Growing and Preserving Your Wealth
Families entrust us with the assets they’ve worked so hard to build, and we take that responsibility seriously. Through a meticulous process, we create investment portfolios designed to address a wide range of objectives, including Growth, Income, Tax-Free Income, and Preservation of Capital. Most families find that earmarking a specific account for each distinctively different goal, and matching a strategy to each goal, helps bring clarity to their financial plan. While many investors have a feeling about how aggressive or conservative they’d like to be, few fully understand the level of risk they’re actually taking, or how much risk they should take to achieve individual goals within their plan.
Blending Expertise Maximize Risk-Adjusted Portfolio Returns
We construct client portfolios by blending stocks, bonds, cash alternatives, and other investments.
- Experienced Asset Managers: Chosen for their long-term ability to provide superior risk-adjusted returns relative to their peers.
- Distinctive Strategies: : Blending asset managers with different/diverse methodologies to reduce investment correlation and further maximize the risk-adjusted returns of your portfolio.
A superior risk-adjusted return means achieving a higher average annual return for a given level of risk, or taking less risk to realize a given level of return.
All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect against a loss. It is important to review the investment objectives, risk tolerance, time horizon and liquidity needs before choosing an investment style or manager. Past Performance may not be indicative of future results.
What Sets Us Apart
A Holistic and Tax-Efficient Approach
We design each portfolio with after-tax returns in mind, integrating tax considerations into every recommendation.
Access to Innovative Opportunities
We provide access to private alternative investments for clients at four different tiers of investable assets as follows:
- Accredited Investor: Individuals or couples with a net worth of at least $1 million excluding personal residence.
- Qualified Client: Individuals or couples with a net worth of at least $2.2 million excluding personal residence.
- Qualified Purchaser: Individuals or couples with at least $5 million in investable assets excluding personal residence.
- Private Institutional Client: Individuals, couples, or entity investors with at least $50 million in total assets.
No Conflicts of Interest
Our cost structure is designed to align our interests with those of our clients. There are no hidden incentives—only recommendations rooted in what’s best for you.
How We Work with You
Our approach is built on collaboration and transparency. We continuously review your portfolio to adapt to changes in your life, goals, and the market. From strategy meetings to ongoing communication, we ensure every decision is deliberate and aligned with your plan.
Investing Wisely, Together
There are at least 10 different types of investment risk, and there is no such thing as a risk-free investment. Our role is to help you understand and navigate these risks with a strategy tailored to your goals and aspirations.
Schedule a Strategy Meeting to learn how we can create an investment plan tailored to your needs.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund’s prospectus, which is available from your financial advisor.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.