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Our Mission The mission of our Raymond James Financial Services Advisors is clear, to help you build and preserve your wealth in order to achieve your financial goals and dreams. We employ many tools, through Raymond James Financial Services:
What distinguishes us from other investment professionals, however, is our understanding of capitalism, and our commitment to using its principles to help you strengthen, focus and direct your personal finances. What Is Capitalism? The word capitalism was first used to describe an economic system in the 19th century. But capitalism is not really an economic “system”. As the historian Paul Johnson has observed, “capitalism merely occurs, if no one does anything to stop it.” When people’s rights to own property and to enjoy the fruits of their labor are protected by the rule of law, they enrich themselves and those around them. They invent, work, save, invest, trade, contract, plan, give, receive, and build. And amazingly enough, out of this apparent anarchy, with no direction from above, the world’s wealth grows. Our Gift to You As George Gilder has pointed out, “capitalism begins not with taking but with giving.” Before being hired, an employee must offer his employer a usable skill. Before being paid, a business must offer its customer a product he values. Before you invest with a Raymond James Financial Advisor at Capitalist Investment Services, we offer you The Capitalist Wealth Reviewer, a personal review of your investments, and of your retirement, education, estate and tax plans by one of our Raymond James Financial Advisors. Not only do we use the latest computer models, but our principals have over 20 years experience in the investment markets, and are long-time students of economic history. This store of knowledge is invaluable in helping you set realistic goals and expectations. Government and Your Wealth Ronald Reagan summed up government’s view of the economy best: “If it moves, tax it. If it keeps moving, regulate it.” In an ideal world, the creation of wealth would not be so entangled in taxes and regulations. Though we have crusaded for simpler laws, we recognize your need for practical help in cutting through this thicket of regulations. Our financial planning services focus on how much of your investment returns you get to keep. We not only tailor your plan to take advantage of existing laws, but monitor changes in your personal needs as well as the never-ending legislative revisions affecting tax laws and retirement plans. Your Return on Capital Any security analyst will tell you that one of the most important measures of a company’s success is its return on capital: the rate it earns on the money invested in its business. The same holds true for your personal finances. What did you earn last year on your total investment portfolio? If you’re like most investors, because you have a variety of accounts, and because you make withdrawals and contributions, you cannot answer this question. And without this knowledge, you cannot be sure that your investments are earning enough to meet your objectives. At Capitalist Investment Services, we provide you with a regular report that details your rate of return, giving you a yardstick to track your progress towards your goals. The Capitalist Investment Philosophy The wealth that we take for granted today in
the western world did not spring up overnight, but developed from
centuries of technological, legal, monetary, and commercial progress.
In the same way, our Capitalist Investment Philosophy stresses the
long-term application of wisdom, patience and discipline. We are
not day traders or market timers. In selecting stocks, we understand
that we are not buying symbols on a computer monitor, but part of
a business. Our businesses are led by entrepreneurial CEOs who own
substantial stakes in their companies. These firms provide a unique
product or service, and have the potential to grow. Most importantly,
we insist on buying at reasonable prices relative to earnings and
sales, so that we can earn a respectable return as the business
grows. Trust Capitalism thrives on trust. The successful investor must trust that the markets are fair and that accounting standards reflect underlying business realities. He must be confident that his advisor is unbiased and knowledgeable, and that in the long run his wealth will grow. We believe that the key to helping our clients develop and maintain this trust and confidence is education. Consequently, we publish a newsletter, hold seminars, and maintain a website, not only to educate our clients about price/earnings ratios, Roth IRAs and Transfer on Death Agreements, but to teach them about the wider world of capitalism, and how government fiscal, monetary and regulatory policies impact their efforts to build their wealth. Capitalist Investment Services and Raymond James When Capitalist Investment Services was founded, the principals of the firm -- who have over 20 years experience in the investment business --selected Raymond James Financial Services, RJFS, as the firm’s broker/dealer after a thorough investigation of many candidates. RJFS shares our commitment to service, independence and the long-term building of wealth. Founded in 1974, RJFS has grown to a network of nearly 5,200 financial Advisors in over 2,300 offices across the country. Its parent company, Raymond James Financial, is listed on the New York Stock Exchange under the symbol RJF, and its shares are owned by more than 13,000 individuals and institutional investors. Backed by a support staff of more than 3,300 associates, Raymond James’ broker/dealer subsidiaries serve more than one million individual and institutional accounts. The firm’s asset management subsidiaries manage in excess of $16 billion in financial assets for individuals, pension plans and municipalities.
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. Capitalist Investment Services is an independent company.
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