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Investment Planning & Management/Raymond James

Capital risk is never at rest. Neither are we.

Today more than ever, capital risk presents a relentless challenge in a globally influenced marketplace. This is why managing that risk on behalf of our clients is a relentless pursuit here at the Investment Planning and Management Group of Raymond James (IPMG).

Leading the pursuit are Ron Miller and Martin Truax, the founders of our firm, who have been working together since 1973. Martin and Ron have seen many changes in the market over the years. Today, they use this experience and insight to help clients manage and preserve their wealth with portfolio management strategies that are carefully synchronized to a range of risk profiles – from conservative to aggressive – and with investment goals of income and/or growth in mind.

As a client, you'll not only benefit from the leadership and experience of Ron and Martin, you'll also benefit from the exceptional team they have assembled. Each professional you'll encounter with us is dedicated to proactively managing your portfolio and helping you achieve your financial goals.