Our Process
The personalized financial plan we design for you will reflect your goals, both short and long term. We believe the key to our success consists of implementing a strategy focused on proper asset allocation and continuous monitoring of your portfolio performance. Successful planning is an ongoing and flexible process. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you will be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.
1. Analyze
In order to choose the proper wealth strategy of investments and services for your family, it is important for us to understand not only your current assets, but more importantly to understand you. We will consider your risk tolerance, expectations and various trust and tax implications.
2. Develop
Adhering to investment principles, we will design a comprehensive plan with appropriate levels of risk. Your portfolio will have proper asset allocation and diversification which will incorporate a variety of investment options.
3. Implement
Once we have agreed upon your asset allocation proposal, we will invest accordingly. We utilize the best-of-class investments that have been reviewed in our due diligence process. We strive to diversify among numerous low correlation asset classes.
4. Monitor
One of our strengths is portfolio management. We daily monitor our clients’ investments and research economic trends. Through regular, periodic meetings with you, we will analyze the progress of your plan, and as needed, reposition the portfolio to reach your goals.
Diversification does not assure a profit or protect against loss.
Your Rights as a Client:
* Courteous service
* A trustworthy and competent financial advisor
* Suitable recommendations
* Timely transactions at the best available prices
* Full disclosure of costs and risks
* Clear communications
* Comprehensive statements and trade confirmations
* Prompt error and complaint resolution
* Strict confidentiality
Click here to read the Raymond James Client Bill of Rights
Click here to read the Raymond James Privacy Notice
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.
Foley & Fields Wealth Strategies is an Independent Firm