If you value being kept involved in the investment process, understanding where you money is invested and why, then our advisory portfolio service may be right for you.
Our bespoke service is tailored to you and your investment needs, as we take time to understand your individual goals and objectives, your knowledge and experience of investments, and your financial situation, creating the investment plan that is right for you.
When a portfolio is created it’s just the start of a relationship of continuity and trust.
Portfolios are regularly reviewed through the course of the year with the offer of face to face meetings that help inform clients on the current market situation and our recommendations. These reviews can be as detailed in their analysis as you require.
With your own appointed investment manager you know someone is always looking out for your best interests and understands what is important to you. Being able to deliver this level of service at your convenience is a major benefit of being local to the community.
Through Raymond James Investor Access™ our secure online system means you can view your investment portfolio anytime and print reports that help you keep track of the progress towards your goals.