A dedicated team managing your investments

Our team’s investment committee is an essential part of our practice. We wouldn’t think of leaving this important task to outside money managers. Every investment that our clients own was handpicked by our investment committee.

The committee – headed by Director of Research Peter Ketchand – consists of a diverse group of our experienced team members, each bringing their own investment insights and perspectives to the table. We believe it is beneficial to our clients to have such a robust and well-rounded group of professionals managing their portfolios.

The committee meets weekly throughout the year, using the information provided by our investment research team and updates in the investment world to review and revise our discretionary portfolio strategies.

All decisions are made by the team as a whole and are based on data. This active decision-making process helps ensure that the investments we recommend remain aligned with the objectives of our clients and the current conditions of the markets.

  • Our investment philosophy and process
  • An active asset allocation overlay

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.