Welcome to InvestmentAdvice.com
Mission Statement
Putting the needs of our clients first and foremost will always be our top priority.
Our Approach
We are a relationship management firm. We want to have a thorough understanding of our clients needs and goals prior to making any investment decisons. We focus on things we can control like our relationship and communication with our clients. Asset allocation is one of the most vital processes in our approach. While asset allocation cannot assure a profit or guarantee against loss, repeated studies have shown that asset allocation is the single most important factor in determining how a given portfolio will perform over time. Our goal is to offer you a client experience that is unmatched in service, communication, and education.
"The plans of the diligent certainly lead to profit, but anyone who is reckless only becomes poor." - Proverbs 21:5 (HCSB)
About Raymond James
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company which has more than 5,300 financial advisors serving 1.9 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $249 billion, of which approximately $30 billion are managed by the firm's asset management subsidiaries.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
- Not deposits
- Not insured by FDIC or any other governmental agency
- Not guaranteed by the financial institution (or name of financial institution)
- Subject to risk, may lose value
First America Bank is independent of Raymond James.