Principles That Shape Our Firm

We believe:

  • In the team approach over the individual advisor
  • In the segmentation of knowledge centers
  • In the pursuit of education
  • That buy-and-hold is not an investment strategy
  • In managing portfolios for cash flow – especially in retirement
  • That every investor has more than one risk tolerance, depending on the market cycle, and adjust accordingly
  • In managing money at a fair price
  • In using fundamental and technical analysis to enhance our portfolio strategies
  • And above all, the client always comes first
The Melges Group of Raymond James - Sandra Melges "The Melges family legacy at our firm is multigenerational. The values and beliefs that have been preserved and passed down are every bit as relevant today as when Dave Melges first envisioned his highly principled ideals for serving our clients." – Sandra Melges