The New World Study Group's aim is to help participating advisors better serve clients with a number of strategies –from rebuilding portfolios to crafting alternative wealth management planning to navigate through the uncertain period likely to confront the investing public. The diverse and successful group was formed to bring branch managers in the Raymond James family together to help clients, assess trends and frame investment directions and strategies.  "Advisors chosen were long tenured, 'hands on' money managers who were willing to share their thinking, participate in the collaborative process and think outside the box", Sanford said.  The Group is led by Robert Krietler, CFP^®, of Krietler Associates in New Haven, Connecticut, and Todd Sanford, CFP^®, President of Sanford Financial Service in Kalamazoo, Michigan.  They co-authored a white paper, Sea Change, in January 2009.  The paper assesses the changed investment landscape and looks at portfolio design in potential scenarios of the economy and the need for adjustments to meet goals of capital preservation, income and growth. 

The group will be sharing information through out the year and as recommendations from the Group leadership and other participant's surface, she will be sharing those strategies with clients as appropriate for their individual situation.

Click Here to Read Sea Change January 2009 Paper

Krietler Associates and Sanford Financial Services are independent of RJFS.