Jim Trippon's approach for managing portfolios has three key components:

• Investment consulting process, which is designed to help ensure that your portfolio is managed according to your specific needs and with a comprehensive, long-term strategy.
• The Investment Committee, which is responsible for modeling the recommended asset allocations, for researching funds, and for evaluating the latest investment research.
• Strategic management services, whose focus is on long-term, tax efficient, equity-based portfolio structuring.

In order to implement investment advisory services for his clients, Trippon opened a branch of Raymond James Financial Services, Inc. within his CPA firm. His commitment to the investment management and administration of client assets through his relationship with Raymond James Financial Services, Inc. is based on a philosophy of structured asset class investing combined with active tax management. This combination, along with unique reporting capabilities enabled by enhanced technology, has allowed the firm to provide a high level of support for affluent families in concert with their business management and legal advisors.

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Investment and advisory services are offered exclusively through: Raymond James Financial Services, Inc.
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This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of states 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 the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.