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About The Carillon Group of Raymond James is a premier financial services team in the Ohio Valley. Story Do you have a plan to maintain your wealth in the future? With the instability of today's markets, a sound financial plan is your key to success. At The Carillon Group, we are here to help... The Carillon Group at Raymond James is committed to serving the needs of our clients with a superior level of advice and service. Our team-based client focus is built on integrity, intellect and an intense desire to exceed expectations. The Carillon Group cultivates an environment of shared ideas, multiple areas of knowledge and more than a half a century of combined investment experience. Our Private Client Process: Discovery - Our process begins with a discussion where we ask you a series of questions. We want to gain a complete understanding not only of your financial circumstances, but also your values, interests and relationships, both personal and advisory. We believe that connecting in this manner allows for a deep and lasting relationship that places you and your overall well being as the number one priority. Written Assessment - Based on our preliminary discussions, we provide you with a written assessment of our understanding of your goals as well as our expectations of desired outcomes. Recommendations - Along with the written assessment, we formulate our preliminary recommendations for your overall plan. In addition to addressing investment, retirement and estate planning needs, we also address cash flow and risk management balancing your sensitivities with complex financial instruments. Engagement Discussion - Once you have a written outline of our recommended plan of action, the next step is to sit down together and review the process of how to engage our services. The most important aspect of our relationship is to insure that all our actions are in your best interest. Regular Contact - Each client has different needs and concerns that should be addressed on a regular basis. While we continue the on-going monitoring of our clients holdings, we believe that regular face-to-face contact is an important element in our service model. The timing of our visits depends upon your needs and the complexity of your circumstances. Model Based Investment and Financial Planning - We rely on the extensive resources of Raymond James for the fundamental investment and financial planning tools needed to insure high quality service. Not only do these models allow us to stay focused on pertinent issues and events, they also provide a consistent framework that supports organized growth. Topical Research - We keep you informed through regular research bulletins and seminars. Advisor Coordination - We believe it is important for us to coordinate our advice with your other outside advisors. Since we do not provide tax or legal advice, it is important that all your advisors are acting in concert to achieve planning objectives that are truly in your best interest. Portfolio Review - We believe that a comprehensive annual review of your holdings is important for you to remain on track with your life plans. As circumstances and investment attributes change, monitoring and adapting to those changes are an integral part of our process. Institutional Client Process: - Revenue is tight - Budgets have been slashed - Interest rates are unpredictable - Pressure is high - Mistakes are not tolerated And, you have to do more with less— fewer resources, fewer people, yet potentially greater oversight than ever before. At The Carillon Group, we are here to help. We focus on serving the specific asset management needs of local governments and political subdivisions. Our goal is to help you maximize the efficiency and effectiveness of your cash reserves. Input - We start by gaining a comprehensive understanding of the client. We get to know you, your municipality, and your specific requirements. Analysis - We analyze fund structures, budgets, capital financing and liquidity needs. Implementation - We assist you with the development, refinement and prioritization of objectives in the form of a written plan or investment policy. We facilitate the investment structure of your cash reserves based on fundamental principals related to portfolio construction, liquidity needs, time horizons and other unique circumstances. Ongoing Review - Finally, we help monitor your portfolio and advise you regarding overall financial management with respect to policy, benchmarks and changing market conditions. This ongoing process is built on a foundation of integrity, professionalism and trust. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Please follow this link for additional disclosures: http://raymondjames.com/smrja.htm
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