A common-sense solution to a complicated market.
What is investingsimply?
investingsimply offers a hands-off, cost-effective way to invest in the market with the professional management of a Financial Advisor.
Simply put, it’s the management of assets that are measured on a quarterly basis using an objective, data-driven methodology. That methodology includes performance, fee efficiency, and manager tenure.
Our risk-first approach sets the parameters within each portfolio to prevent overreaching for returns. Your assets are managed based on the risk profile that best suits you.
the investingsimply difference
We use quantitative data to develop our six risk-based strategies. Your assets are managed based on your individual risk tolerance. These strategies are optimized at the intersection of investment strategy and investment selection.
One-on-one meetings that can be held through video chat or phone conference to make meeting with your advisor easy and convenient.
Cost-efficient investment management designed with you in mind. In the ever-changing investment industry, it is important you feel comfortable with the services you receive for the price.
Access your account(s) online or through Raymond James Client Access at any time. You can even view statements and change your document delivery options.
Annual video or phone conference to assess your portfolio and verify that you’re on track to meet your financial goals.
As an added bonus, we provide you with regular market commentary as updates are made by our analysts, and monthly educational Hot Topics.