Greg Ergle CFP® 's News

RJ Institute of Investment Management Consulting

July 30, 2014

Beginning Monday August 4th I will be out of the office attending a three-day certification program, the RJ Institute of Investment Management Consulting (IIMC), Level 1 program. I was selected to become a member of this RJ Institute, which offers educational programs, ongoing communications forums and networking with other advisors, after demonstrating a commitment to a consulting approach in managing client assets. This program afford me the opportunity to learn about sophisticated investment management consulting topics, such as asset allocation, manager selection and portfolio construction, and the support I receive from the RJ investment and manger research teams. I look forward to sharing this information with you when I return to the office.I will return to the office on Thursday August 7th at 9:00 am.  If you need me prior to my return I will be checking my office voice mail (352-237-0190) and I will be receiving my e-mails. If you need service on your account you can call...

Raymond James Mission Statement

June 3, 2014

We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.Mission StatementOur business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts: Our clients always come first.We must provide the highest level of service with integrity.Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.We must communicate with our clients clearly and frequently.Our investments and services must...