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Money Management

"Enjoy the peace of mind that comes from knowing
you have a partner in your financial oversight."

We offer a selection and oversight of money managers:

  • Portfolio analysis
  • Recommendations and implementation
  • Systematic review process

Other services and strategies:

  • Asset allocation and rebalancing
  • Traditional and fee-based investment options
  • Institutional money management
  • Tax-efficient investing
  • Alternative investments

We work for you, not for a specific institution.

We are your partner in finance.  Our long-term investment philosophy emphasizes portfolio diversification, which plays a key role in the investment success of our clients.  We offer regular financial reviews of your investment’s performance. Our review process creates opportunities to maximize performance and minimize tax consequences.

From there, we will evaluate your investments and together determine how these investments fit into your financial picture and diversification plan. We take care to find investments that fit into your personal risk profile, and we work to educate you about your holdings. Open communication is paramount in establishing mutual trust.

 
 

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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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.

Links to other sites from within this website are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.