Asset Management

Asset Management

Our priority is to simplify, organize and measure your investments. As independent investment advisors, we have the freedom to offer investment advice that is both personalized and unbiased to be sure we are helping you accumulate and protect your assets.

We have an "open architecture" platform – meaning we can access an array of investment solutions including:

The full suite of investment products offered by Raymond James Financial Services, Inc.* one of the top investment firms in the country.

The Investment Process

Investment Process Circle: Analyze Situation > Determine Allocation > Agree on investment strategy > Implement strategy > Measure and adjust

  1. Analyze situation. We get to know you, your current financial situation, your tolerance for risk and expectations on return. These insights will make all the difference in how we serve your interests.
  2. Determine allocation. We'll help you diversify your portfolio to attain your goals without overstepping your tolerance for financial risk.
  3. Develop written investment strategy. A tailored plan will provide a disciplined and systematic approach to investing.
  4. Implement plan. Your investment advisor will work with you to take your asset allocation and written strategy and execute it.
  5. Measure and adjust. Regular communications and reports assure that we get your feedback and make adjustments based on changes in your situation.

Your life is not static and neither is this process. Throughout our relationship, we'll start the process over again and again making adjustments each time. That's how we help you employ disciplined, long-term strategies that help protect against short-term market swings and provide hedging strategies to manage risk.

You can check the background of our firm on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

    • Not deposits
    • Not insured by the FDIC or any other government agency
    • Not guaranteed by Pinnacle Bank
    • Subject to risk, may lose value. 

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