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Investment Philosophy

At The MoneyPower Group at Raymond James, we take a long-term view. Your investment strategy is driven by your goals, personal situation, and capacity and need to take risk.

Everything we do is based on a few simple concepts. We believe that:

  • Asset allocation is the most important decision you can make
  • We can effectively capture market returns over time
  • Broad diversification (being in many markets at all times) controls volatility and provides more consistent returns from year-to-year
  • Rebalancing is an effective method of reducing risk and increasing long-term returns
  • You can improve your investment success by keeping costs down
  • All portfolios should include tax-effective strategies

We base our investment strategies on proven principles, which are in turn drawn from the best academic and scientific research available. We apply those strategies to enhance and protect your wealth.