Investment Approach
We practice a well-documented and disciplined approach to investing that strives for consistent and repeatable performance. Portfolio decisions are made by consensus within our Investment Committee, with specific client asset allocation decisions dictated by individual needs.
Rigorous Investment Research
We pride ourselves on our independent research as well as our ability to leverage our institutional research resources. Investments include individual securities – equities and fixed income – as well as mutual funds and ETFs. Our equity and fixed income strategies include both well-defined buy and sell disciplines.
Investments mentioned may not be suitable for all investors. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss.
Risk Management Strategies
Portfolio risk management strategies include both the individual asset allocation made for each client as well as the overall risk parameters allowed within individual client portfolios. On this latter point, our process considers, among other things:
- Sector weightings
- Position sizes
- Relative attractiveness
- Business catalysts
Disclosure:
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Cygnus Asset Management and not necessarily those of Raymond James. Expressions of opinion 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 diversification and asset allocation. Diversification and asset allocation do not ensure a profit or protect against a loss.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.