Investment Consulting

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When it comes to your investments, they should be as distinct as you are. We understand that everyone has a different set of factors and circumstances. Therefore, in order to have your needs fully met, the approach to your financial needs should be tailored to you, the individual.

At Webb Investment Services, we believe when it comes to your portfolio construction, a one-size-fits-all approach is not ideal. We appreciate that you are multi-faceted, and your portfolio should be too. Our goal is to ensure harmony among all components in an effort to achieve the desired results, while also considering your timeline and unique needs.

FAQs

We have time-tested investment management strategies that aim to give you optimal and sustainable results by keeping your goals and risk tolerance top of mind. We start all our relationships with a financial plan so that we really get to know you, your goals, timelines, and the vision for your ideal future. We get to know where you are so that we can help you to get where you want to be without taking on undue risk. We focus on several factors when building a portfolio that is tailored to your needs, such as: Historical Portfolio Performance Analysis, Risk Evaluations, Asset Allocation and Asset Location, and Portfolio Preservation.

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Any opinions are those of Webb Investment Services and not necessarily those of Raymond James. The foregoing information it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. All opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification. Past performance is not a guarantee of future results.

The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.

The services listed are provided for illustrative purposes only to show the types of services available. Not all individuals would need every service. The specific services offered would be outlined in the applicable account services agreement.