Investment Services
At Loft Advisors, our Raymond James Financial Services advisors get to know you on a personal level. Together we craft an investment plan to help you achieve your long-term financial goals.
While balancing risk with growth potential and preservation of capital, we review and rebalance* your portfolio according to developments in global markets and your personal financial needs.
The major objectives of our investment philosophy are:
- A consistent, long-term investment approach
- Investment returns consistent with your objectives
- Investment strategies tailored to your unique requirements
- A focus on tax efficiency
Financial markets change frequently, but fundamental investment principles remain the same. We work with you to help develop a long-term approach to achieving your goals—all while filtering the noise and short-term signals from the market.
Raymond James Advisors
*The process of rebalancing may carry tax consequences.
**Diversification and asset allocation do not ensure a profit or protect against loss. No investment strategy can guarantee success.
Bonds are subject to credit and interest rate risk. Timely payments of interest and principal payments are based on the financial condition of the issuer. Yield and market value will fluctuate with changes in market conditions.
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 of 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.
Loft Advisors and First Dakota National Bank are not registered broker/dealers and are independent of Raymond James Financial Services.
Investment advisory services offered through Raymond James Financial Services Advisors, inc.
Raymond James Financial Services, Inc., Member FINRA/SIPC and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks including the possible loss of principal. Raymond James Corporate Privacy Notice.
Raymond James Legal Disclosure
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.
Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward looking, and does not guarantee the future performance of any investment.
There is no assurance that any investment strategy will be successful. It is important to review the investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification. Past performance is not a guarantee of future results.