For each client we develop a Risk Profile Statement articulating risk preference, time horizon, current income needs, return expectations and income tax concerns. Each portfolio is constructed around this asset allocation framework to provide the highest level of risk-adjusted performance with your current tax situation as a priority. We firmly believe that open and honest communications, coupled
with a meaningful educational process, are the keys to the development of a productive and long-term relationship with every client. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
