); ga('require', 'displayfeatures'); ga('require', 'linkid'); ga('set', 'anonymizeIp', true); ga('set', 'forceSSL', true); ga('send', 'pageview');

4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Staying the course.
No matter what
life brings you.

Investment Policy Statement (IPS)

Your Investment Policy Statement (IPS) communicates your investment goals and strategies that will critically guide the management of your portfolio over time. This often overlooked component of your financial plan will help to keep us disciplined through the typical ups and downs of the market by serving as our guidelines for investment selection and allocation decisions. Along with the PFG Planning Dashboard, we will regularly revisit the IPS during our review meetings to help ensure that your portfolio remains aligned with your needs and goals through every phase of your life.

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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.

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.

© 2019 Raymond James Financial Services, Inc., Member FINRA/SIPC. Privacy Policy