We are committed to providing excellent client advice, service and fulfilling clients’ investment expectations. We want to build relationships with our clients which endure a lifetime and are truly valued. To enable us to achieve this, a consultant will have a very small number of client relationships, allowing us to properly look after every single client.
As a local branch of Raymond James, we can take pro-active investment management decisions. If there is a sudden change in investment market conditions, we can make rapid and significant adjustments to the assets held in a portfolio at short notice. We are small and nimble and we are not subject to liquidity constraints.
