Jim Mitchell, CFP®
Investment Consultant
800 858-9223
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Dynamic Portfolio Management
Financial Planning
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RAYMOND JAMES®
FINANCIAL SERVICES, INC.
Member FINRA/SIPC
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Jim Mitchell, CFP®
Investment Consultant
Certified Financial Planner
Member Financial Planning Association
Affiliate Member Market Technicians Association
Branch Manager Raymond James Financial Services, Inc.
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| DYNAMIC PORTFOLIO MANAGEMENT |
| Dynamic Investing is a portfolio management process that seeks to adapt to changing market conditions. Our process includes: Developing a strategic global view of stocks, bonds and commodities. Creating a variety of dynamic model portolios that offer investors a wide range of investment objectives and risk tolerances. Selecting securities that are both fundamentally-promising and technically attractive for each portfolio. Actively monitoring and adjusting portfolios as market conditions change.
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| Successful financial planning involves developing a long-term financial strategy tailored to your individual goals, which includes: (1) Outlining your financial objectives, (2) Evaluating your investment goals and risk tolerance, (3) Reviewing and selecting investment, insurance and financial planning products and strategies to help you achieve your goals, (4) Monitoring and updating your plan as life and circumstances change. |
| RAYMOND JAMES FINANCIAL SERVICES, INC. |
| Through my firm, Raymond James Financial Services, Inc., we offer investors a wide variety of investment, insurance and financial planning solutions. RJFS is a member of the Financial Indusrty Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). |
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Market Strategy
Jeffrey Saut, Raymond James' chief market strategist, shares his insight.
Technical Perspectives
Weekly technical commentary from our chief technical analyst Art Huprich.
Economic Outlook
Scott Brown, Phd
Long-Term Care Planning
Learn about how to protect your family and your assets.
RJ Investor Access
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Financial Calculators
Retirement Planning
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College Planning Calculator
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