Intellus Advisors focuses on designing and managing investment portfolios structured to help reduce risks that investors face in today's market.
About Us
Drawing upon a distinguished educational background and 40 years combined experience in the financial services industry, Lee Spielman, Managing Director, Senior Vice President, Investments, Bart Lewis, Managing Director, Senior Vice President, Investments and Karen Chancy, Vice President, Investments, provide prudent investment advise designed with a goal of preserving, increasing and ultimately transferring family wealth. By providing disciplined investment management and a positive client experience, they aim to partner with their clients for decades, helping multiple family generations in their pursuit for financial security. They believe that avoiding large losses is one of the most important keys to building and preserving long-term wealth. Their investment approach is flexible and is integrated with each client's unique financial circumstances. Because they focus on investing for clients' goals rather than targeting an arbitrary market index, they strive to take the least amount of risk necessary to achieve the desired results. Services feature a wide range of financial planning and asset preservation strategies, including investment management, trust and estate planning, and strategies for concentrated equity positions and real estate holdings.
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.
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Investment Philosophy
Intellus Advisors focuses on designing and managing investment portfolios structured to help reduce a host of risks that investors face in today's markets. They construct client portfolios with exposure to three broad categories of investments: Fixed Income Strategies, Traditional Investment Strategies, and Alternative Investment Strategies. By taking a proactive approach to managing client allocations, including long-term strategic and short-term tactical changes, the team strives to increase the consistency of returns and lower the risk of large portfolio losses.
About Us
Drawing upon a distinguished educational background and 40 years combined experience in the financial services industry, Lee Spielman, Managing Director, Senior Vice President, Investments, Bart Lewis, Managing Director, Senior Vice President, Investments and Karen Chancy, Vice President, Investments, provide prudent investment advise designed with a goal of preserving, increasing and ultimately transferring family wealth. By providing disciplined investment management and a positive client experience, they aim to partner with their clients for decades, helping multiple family generations in their pursuit for financial security. They believe that avoiding large losses is one of the most important keys to building and preserving long-term wealth. Their investment approach is flexible and is integrated with each client's unique financial circumstances. Because they focus on investing for clients' goals rather than targeting an arbitrary market index, they strive to take the least amount of risk necessary to achieve the desired results. Services feature a wide range of financial planning and asset preservation strategies, including investment management, trust and estate planning, and strategies for concentrated equity positions and real estate holdings.
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.
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
