I employ a sophisticated, transparent, tax-efficient, and active portfolio management strategy designed for those seeking something beyond basic asset allocation. Since the 1950s, the concept of risk management in an investment portfolio has largely been based upon a single factor - diversification. While I believe that diversification is an important part of effective risk management, I don't thi
nk that diversification alone is adequate in the more evolved investment environment of today's world. Any type of static ("set it and forget it" model) approach to portfolio management depends upon a set of less challenged assumptions. For example, the theory behind diversification is when some asset classes are falling, others will be gaining. My proprietary portfolio management process is designed to monitor markets throughout each trading day in search of both risks and potential opportunities that may impact my clients' portfolio. I hold all assumptions to be suspect, mine as well as those of others, so I question and re-assess them frequently, and my recommendations are driven by a desire for results rather than by maintaining the status quo. I believe that long term success comes from a series of incremental improvements rather than from a single lucky break, so I am constantly on the lookout for any way to improve your odds of reaching your long-term goals. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC