Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 


Access Your Account

☰ Menu

Investment Philosophy

We design investment programs tailored to help
achieve individuals’ goals.

Every Family is Unique

Our basic investment premise is founded on our belief that every family has unique financial needs. As such, we believe investment programs should be designed and tailored to help achieve individuals’ goals. An integral element assisting our clients to identify and quantify their goals is our real-time planning process. Once completed, our Wealth Management Process establishes the parameters by which portfolios are designed and structured.

Portfolio Management and Risk Aversion

One of our advantages, and a critical element of our value proposition, is that we can offer actively managed portfolios of our own design and of our own management. We actively manage our portfolios to avert risk; preventing losses is our priority. We employ a regimented process with stout purchase and selling disciplines; to capture profits and to minimize losses.

Our Basic Investment Programsaccumulation and distribution:

  1.  For our clients seeking to accumulate wealth we offer:

2.  For our clients in distribution mode we offer:

The business operating method for the Long-Term Growth, Conservative Growth, Growth & Income, Equity Income Increasing Dividend Portfolio, High Dividend Income and Cash-Flow models is attached here.

The investment programs discussed are offered through advisory accounts. Advisory accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.

Dividends are not guaranteed and are subject to change or elimination. Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future. Stocks offer long-term growth potential but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Diversification does not ensure a profit or guarantee against a loss. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. We need to review your investment objectives; risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you.



Our Investment Philosophy – Windsor Wealth

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly 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 application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.