Asset Management
Your financial needs aren’t rigid. The advice you get shouldn’t be either.
Your investments are a key component of your overall financial plan. Our priority is to simplify, organize and measure them so they are working toward your goals.
As independent investment advisors, we have the freedom to offer advice that is both personal and unbiased to help you accumulate and preserve your assets. Through our “open architecture” platform, we can access an array of investment solutions, including the full suite of investment products offered by Raymond James Financial Services, Inc.
Our process may look familiar. But it’s the level of service and advice our clients receive every step of the way that sets us apart.
The Investment Process
Step 1: Analyze your situation.
We get to know you, your financial picture, risk tolerance and expectations for returns. The goal is a deep knowledge of what you have and what you want so we can serve your interests.
Step 2: Determine allocation.
Diversification is key, and we will look for the appropriate number and type of investments that can help you reach your goals without overstepping your tolerance for risk.
Step 3: Develop and agree on an investment strategy.
Your custom plan will show a disciplined and systematic approach to investing. You see every detail of what we recommend so there won’t be any surprises down the road.
Step 4: Implement that strategy.
After you approve the plan, your investment advisor will execute it on a schedule you both agree to.
Step 5: Measure and adjust.
Nothing ever stays the same, and there will come a time when your plan needs to be adjusted to new developments in your life and the markets. Regular communication with your advisor and detailed reports ensure that we get your feedback and make adjustments as needed.
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All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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