A Rational Strategy Tailored To Your Unique Needs
Though the economic climate today seems particularly unsettling, investors have always faced challenges that make focusing and achieving their financial goals difficult. While we grapple with record deficits and uncertain balance sheets, earlier generations faced and overcame wars and runaway inflation.
We believe that a rational, well-ordered process that incorporates both an understanding of the past and an appreciation of present circumstances will help our clients weather these uncertainties, accomplish their objectives and spend more time doing what they enjoy. Consequently we use a dynamic process that begins with our first meeting and often extends beyond the settlement of your estate.
At our initial meeting, we explore your needs in a thorough, wide ranging conversation.
Once we understand your situation and your desires, we make sure that you understand the investment strategy we use, The Capitalist Compass. The cornerstone of this strategy is a simple question: if we could buy all of the asset we are considering for investment, and pocket all of its present and future earnings, would it make business sense at its current price? When we help clients select money managers, we look for ones who use a similar approach. This philosophy enables us to navigate through the fog of sensationalized media babble and help you apply the discipline that successful investing requires.
Our next step provides you with our Capitalist Roadmap, a customized written plan tailored specifically to your goals.
At some point, all of our clients were new clients concerned about the logistics of opening and transferring their accounts to Raymond James. We have an administrative staff with many years’ experience dealing with account transfers who are dedicated to ensuring that this process is as smooth and worry-free as possible for you.
Finally, as any ship’s navigator will tell you, it’s hard to know where you’re going if you don’t know where you’ve been. We provide you with regular reports that detail the progress you’ve made towards realizing your goals.
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We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.
