Description: We are Talbot Asset Management, and we provide fee-based asset management. You are concerned that your investments aren’t earning at their full potential, but you really don’t have the time to manage them yourself. You need us.
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You are concerned that your investments aren’t earning at their full potential, but you really don’t have the time to manage them yourself. You may need us. Through Raymond James, we provide fee-based asset management. We believe we’re different from other financial advisors because we employ a dynamic active investing strategy in which we manage and invest in products that we have determined have the best risk-reward. It’s different from the usual buy-and-hold philosophy. Our goal is to balance the risk an
*There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these secu