Investment Options Rebalancing/Tax Management
Investment Options
We have access to a wide variety of investments when designing portfolios for our clients and – with the support of Raymond James research and due diligence, and our own analysis and understanding of your needs – we choose investments best suited to your needs, constraints, obligations and goals.
Past performance is no guarantee of future results. • An investment cannot be made directly in an index. This art is for illustrative purposes only and not indicative of any investment. 3/1/2009 • Source: Created by Raymond James using Ibbotson Presentation Materials ©2009 Morningstar, Inc. All rights reserved. Used with permission. Asset allocation does not ensure a profit or protect against a loss.
Rebalancing
Periodic rebalancing is an important part of portfolio management. If left alone, different asset classes can eventually account for larger or smaller percentages of your allocation than they were originally intended to.
Past performance is no guarantee of future results. • An investment cannot be made directly in an index. This art is for illustrative purposes only and not indicative of any investment. 3/1/2009 • Source: Created by Raymond James using Ibbotson Presentation Materials ©2009 Morningstar, Inc. All rights reserved. Used with permission. Asset allocation does not ensure a profit or protect against a loss.
Tax Management
Taxes can represent one of the largest costs you face when investing. By taking advantage of tax-advantaged accounts and other strategies such as tax loss harvesting, you can save significantly on these costs.
Past performance is no guarantee of future results. • An investment cannot be made directly in an index. This art is for illustrative purposes only and not indicative of any investment. 3/1/2009 • Source: Created by Raymond James using Ibbotson Presentation Materials ©2009 Morningstar, Inc. All rights reserved. Used with permission. Asset allocation does not ensure a profit or protect against a loss.
