Investment Management

When it comes to choosing investment options, many individuals and even experienced advisors focus only on upside potential.  We believe what differentiates us and allows us to create solid long-term performance is our commitment to mitigating downside risk.  We focus not only on what we want to OWN as investors, but spend an equal time contemplating what to AVOID.  Over time, reducing or avoiding certain asset classes or market sectors can help us mitigate downside risk and strive to provide above market returns.

Contact us today to learn about our investment process and approach.

Diversification and asset allocation do not ensure a profit or protect against a loss. Every investor’s situation s unique and you should consider your investment goals, risk tolerance and time horizon before making any investment.  Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Services

- Investment Management

- Retirement Planning

- Financial Planning

- Estate Planning

- Family Budgeting

- Household Management

- College Planning

- Insurance


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.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment Advisory Services are
offered through Raymond James Financial Services Advisors, Inc.

The Baehrend Marks Partnership and Women in the Know are independent of Raymond James Financial Services, Inc.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Map & Directions

Map & Directions

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Women In the Know - Founder Amie E. Marks

Amie E. Marks is the founder of WOMEN In the KNOW. The goal is to create a forum for women to discuss timely topics and world events. Women are welcome to participate in a genuine, non-judgmental, and educational get-off-the-couch conversation that will inspire them to raise questions, share opinions and speak in solutions.

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