Corporate Services


Our adviors' services to corporate entities follow the same underlying philosophy: Building long-term relationships based on Trust, Exceptional Service and Sound Investment Strategies. 
Through Raymond James, our professionals provide a wide range of services to corporations of all sizes. These services include oversight of large corporate investment portfolios, including Shareholder Permanent Funds, to 401(k) and profit sharing plans and executive deferred compensation plans.
We follow a disciplined 4-step investment decision making process designed to ensure that every investor receives an institutional-quality portfolio carefully tailored to meet our client’s individual needs. 
Step 1: We develop long-term risk and return assumptions that lay the groundwork for setting return objectives and assessing risk tolerance.
Step 2: We construct portfolios designed to maximize potential returns at each level of risk.
Step 3: We choose investments with quality managers who have historically demonstrated the ability to add value through skill and compensate investors for the risk taken.  Of course, it is important to mention that past performance is not indicative of future results.
Step 4: We are proactive in monitoring each element of the program to ensure that managers are adding value and risk is being controlled. As an independent advisor, our client’s interests always come first. If a manager is no longer suitable, the investment manager will be replaced.
We regularly meet with Boards of Directors and management to stay abreast of clients’ needs and provide timely reporting of portfolio activity. When requested, we meet with shareholders, attend annual meetings, and provide any communication that is necessary.
We are hands on and full service, dedicated to providing our clients what they need, when they need it.
There is no guarantee that any strategy or recommendation will ultimately become successful or profitable nor protect against loss.