First Mid Wealth Management’s investment professionals choose from a broad range of stocks, bonds, ETFs and mutual funds to construct a portfolio that is right for your individual situation. We use a disciplined four-step approach to maximize risk-adjusted performance.
STEP 1: Discuss your personal risk tolerance, desired investment return, income needs, liquidity needs and other relevant circumstances, to gain a thorough and accurate understanding of your investment objectives.
STEP 2: Determine an asset allocation that is appropriate for you based on your personal information and our forward-looking estimates of risk, return and correlations.
STEP 3: Select mutual fund managers, individual securities and/or ETFs that meet our internal criteria to build an efficient, diversified portfolio designed to maximize your investment return potential while taking an amount of risk that is appropriate for you.
STEP 4: Provide ongoing monitoring by the First Mid Wealth Management Trust Investment Committee of fund managers, continuously search for new managers that meet our requirements, and update our capital market assumptions and portfolio recommendations as times change.
How can I get started?
Call 1-888-518-7878 or e-mail us today!
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.