Southside Investment Services
- Provided by Raymond James
Investment services you can trust.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. When you invest with us, you gain a relationship with a professional advisor who is invested in you and your specific goals. As you navigate defining long-term objectives and financial circumstances that change over time, we’re here to serve as your trusted guide. You can count on us to operate with integrity, providing sound risk management and high quality investment products that are right for you.
Investment Services
Our
Approach
Our services are comprehensive and cover all phases of life, from honing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.
Financial
Planning
Whether you’re looking to build your money over time or generate income in retirement, confidence in your financial plan comes with knowing your assets are properly invested.
Investment Solutions
We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs.
Retirement
Planning
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you.
Risk Management
It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.
Longevity
Planning
Today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement.
Fixed Income Services
With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your custom financial plan using a process that is defined, focused and disciplined.
Looking to meet different needs?
- Investment Management Accounts ($500K and above)
- Custody Accounts
- Trusts
- Estate Management
- Employee Benefit Plans and IRAs
- Special Assets Management (Oil & Gas, Real Estate, Timberland, Farm & Ranch)
We want you to know that investment products provided by Southside Investment Services:
Are Not Insured by the FDIC or Any Federal Government Agency | May Lose Value | Are Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits
