RJCS Advanced Wealth Management Symposium | Orlando FL

Good Morning Advisors and welcome to the Raymond James Advanced Wealth Management Symposium in Orlando Florida. Senior Portfolio Manager, Kevin Simpson, is honored to be part of this special event and is looking forward to working with Raymond James Advisors in the HNW space. We had huge success working with advisors that attended the Symposium in Memphis Tennessee back in November and we are optimistic about this event as well!

Please stop by our booth today if you have any questions. The Enhanced Dividend Income Portfolio can be an effective component of the optimal 80/20 portfolio allocation. This approach could be effective if interest rates continue to move higher over the next 12-24 months. 

If you would like for us to send you more information on the strategy, please contact us!

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