With over 23 years’ experience in financial markets and investing, Raymond James, Richmond is well versed in helping clients through some challenging times. Our approach is to keep things simple and straightforward.
Our investment philosophy
Your investment strategy will be designed, monitored and executed by Raymond James, Richmond. We take a common-sense approach to investing and believe that the most sustainable returns can be achieved from a blend of tracker funds, actively managed funds and direct equities, and by determining the right combination of assets for your agreed risk tolerance.
Investments that we select for your portfolio are analysed rigorously, and chosen with the intention that they can grow sustainably and are suited to current and likely future trends.
We will always stay in regular contact with you and are here to answer any questions you may have about your portfolio.
Our Investment Portfolios are:
We can also agree a benchmark for your portfolio. This is the process of comparing your portfolio’s performance to a relevant reference point, such as an industry average, a peer group, or a specific target such as inflation.
Our process
Our approach is built around listening to you and getting to know you.
When meeting clients for the first time, we will:
- Put you at ease
- Listen to you
- Let you do the talking
- List your goals and concerns
- Take an active interest in your life
We like to think of this as a journey, not a transaction, and during our relationship with you we will keep in touch – a lot! We will always operate with openness and high standards.
Our research capabilities
In addition to these resources, Raymond James also releases a Monthly Market Commentary and an Investment Strategy Quarterly publication that are made available to download here.
