"It’s our goal to get to know you better than most people"
In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions.
For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a constantly-changing environment.
Look to the Raymond James advisors at McNeely Financial Strategies for asset management services that are
- Customized to meet the needs of you and your family
- Fee-based so we have a vested interest in your account
- Strategic to reflect the dynamic nature of the market - and your life
How we’re different
For individuals who seek a disciplined, systematic strategy to manage risk and return, active management has never been easier. And these investments have never been more accessible – all because our four-step process sets us apart.
Step one: We will help you complete a comprehensive Investment Policy Questionnaire which is used as a starting point to determine risk tolerance, time horizon and return expectations.
Step two: Asset allocation choices are constructed and presented for full discussion. You’ll find that the forward-looking capital markets assumptions are used in a sophisticated optimization process that seeks to maximize the return potential at each level of risk in an approach that is specifically selected to fit your situation and respects your dreams for the future.
Step three: Managers are selected and portfolios created. We do more than just examine a manager’s total returns, we isolate their efforts from the effects of the market, seeking to identify manager skill. We treat portfolio construction as a distinct piece of the process.
Step four: We proactively and continuously monitor each element of the program. We scrutinize every manager in an effort to proactively identify issues that could impact performance. We search for potential managers who meet strict requirements. You can be confident that you have access to a broad range of investment alternatives and that your portfolio is being managed in a manner that’s customized, comprehensive and ongoing. All this frees you from the day-to-day monitoring of your investments. And you don’t have to sacrifice quick response when your life changes.
