Working with Shawn Dunbar
Your portfolios, as well as your financial and estate plans, are specifically designed to fit your individual circumstances and to meet your goals. Your input is central to this process and allows my team and I to ensure the plan we create fits your needs. At Raymond James Ltd., we are not pressured to sell any particular investment products; our recommendations are based entirely on the information we gather from you and on our independent research.
We believe in value-based investing, a style inspired by famous investors Benjamin Graham and Warren Buffett. Value investors buy shares in companies that trade at a low price compared to the net value of their assets and earnings, and we are constantly on the lookout for such quality, undervalued companies. This strategy allows us to keep risk to a minimum without sacrificing performance. We further reduce risk by choosing companies in various market sectors in order to diversify portfolios, and by employing options strategies. The equity markets can be volatile but our focus is to reduce volatility while striving to achieve market returns or better with this lower cost, diversified, value-based strategy.