Investment Management

At Loft Advisors, our financial advisors speak to you directly to learn the unique details of your circumstances. We then craft an investment plan best suited to help achieve your long-term financial goals.


 

 

While balancing risk with growth potential and preservation of capital, we closely monitor and rebalance* your portfolio according to developments in global markets and your personal financial needs.

The major objectives of our investment philosophy are:

  • Consistent, long-term investment approach
  • Investment returns consistent with investment objectives
  • Portfolios tailored to individual client requirements
  • 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, while filtering the noise and short-term signals from the market.

Equities

Our approach to equity investing combines fundamental analysis with a detailed look at broader economic and industry-level variables. Our investment team has a considerable knowledge base from which we can draw upon to “connect the dots” as information comes our way. Diversification and asset allocation do not ensure a profit or protect against loss. No investment strategy can guarantee success.

Creating an appropriate investment strategy and asset allocation helps achieve diversification, which helps to mitigate the risk portfolios can see with the effects of market downturns. We help you define your investment objectives then design custom portfolios of individual securities to help reach your targets.

Fixed Income

We offer actively managed portfolios of high-quality individual bonds with maturity ranges and income targets tailored to your situation. These securities help to offer a reliable income stream, liquidity and capital preservation. Our core fixed income investment approach starts with an analysis of the business cycle and the macroeconomic outlook.

When integrated with an overall allocation strategy, fixed income securities can help to mitigate the risk portfolios can see with market volatility, reducing overall risk.

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*The process of rebalancing may carry tax consequences.

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.

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Loft Advisors and Dakota National Bank are independent of, and securities offered through 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.