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The Cavalena Team @ Raymond James

Two Simple Rules…

When it comes to managing your capital, we are not rigidly bound to established Wall Street philosophies such as “growth” or “value” style investing. We instead follow a more balanced and common sense approach.

Simply put, we do everything we can to help our clients reduce risk and invest money carefully over time. In other words, our mission is to guard your capital and manage your wealth.

We are dedicated to helping you guard your capital

We believe that prudent risk management is the cornerstone of sound investment management. We don’t chase the “hot” growth investments because what is hot at any given time is typically over-rated in terms of real investment worth, or the financial fundamentals for growth and profitability are purely speculative. Moreover, we don’t try to “time the market” because market timing has proven to be a costly practice. In fact, it has been shown to be virtually impossible to accomplish even for the experts.

Our goal is to keep your portfolio diversified and in balance. Depending on the clients objectives, we don’t overload investment dollars in any one stock or industry category. We typically advise the importance of a diverse portfolio. In this way, your portfolio will be less vulnerable to big drops in value if there is a downturn in any one economic sector or region of the world

We are dedicated to helping you manage your wealth

To help manage your wealth, we do the patient, painstaking work it takes to find, carefully evaluate and select investments that are sound. Selecting these quality investments is no easy task. But it’s a good feeling when you know your portfolio is designed and constantly monitored to help you achieve your financial goals over time.

Hard work. Inspired curiosity. Prudent skepticism. Common sense judgement. all based on years of experience. That’s what you get when you work with us. People dedicated to helping you guard your capital and manage your wealth.

Every investor’s situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance may not be indicative of future results.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

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