Often clients want a financial institution to manage their investments with them, but the client doesn’t want to have to worry about making day to day investment decisions. Majestic Financial has Discretionary accounts where the advisors learn what the client’s goals, risk tolerance and time horizons are and invest appropriately. While the advisors will still be in contact with the clients, the client doesn’t have to give the approval for every trade made in the account. This is a win-win situation because the advisors can place trades when it is most beneficial to the client without having to worry about getting approval in time, while the clients can have peace of mind knowing that they’re staying up to date with the changing market without having to be by their phone all the time. All Majestic Financial advisors contribute to discretionary decisions, but Leon Bennett is the primary Discretionary Portfolio Models Manager.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.