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Risk management in investments refers to the process of identifying, assessing, and prioritizing potential risks that could affect the value of an investment portfolio. This can include market risks, credit risks, liquidity risks, and operational risks among others. R6 will implement and use a variety of tools and techniques to measure and manage these risks, such as diversification, hedging, and risk budgeting. The goal is to maximize returns while minimizing the potential for loss. With our advisory relationships, the risk management process involves reviewing portfolios to determine if adjustments are in order to maintain the objectives of the plan. We will schedule reviews to discuss relevant changes due to changes in the market, changes to plans, or any life changes.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account.

Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement. Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account.

This should not be considered forward-looking and does not guarantee the future performance of any investment. There is no assurance that any investment strategy will be successful. It is important to review the investment objectives, risk tolerance, tax objectives, and
liquidity needs before choosing an investment style or manager. Investing involves risk and you may incur a profit or loss regardless of the strategy selected, including asset allocation and diversification. Past performance is not a guarantee of future results.

With our advisory relationships the risk management process involves reviewing portfolios to determine if adjustments are in order to maintain the objectives of plan. We will schedule reviews to discuss relevant changes due to changes in market, changes to plan or any life changes.

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R6 implements investment strategies which include value investing, growth investing, income investing, and index investing. Each strategy has its own set of rules and guidelines. Thru our detailed investment process, we will work with you to determine which strategy aligns with your personal goals and risk tolerance. The investment strategies used may include a combination of different types of assets, such as stocks, bonds, and real estate. Our belief is that your investment strategy should also be regularly reviewed and adjusted to reflect changes in the investor's goals, risk tolerance, and market conditions.

Holding stocks for the long-term does not ensure a profitable outcome. Investing in stocks always involves risk, including the possibility of losing one's entire investment.

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We put very high priority on longevity planning. Our goal is to ensure that an individual's assets will last throughout their lifetime, especially given increasing life expectancies. It involves assessing an individual's expected lifespan and creating a plan to generate income streams that will last throughout their retirement years. This can include creating a diversified portfolio of investments that will provide a steady stream of income, such as bonds and annuities, as well as considering the potential impact of inflation and taxes on retirement income. Our goal is to create a sustainable plan that will provide for your needs throughout your lifetime.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Frequently Asked Questions

Our managing partner Kyle Roulet has said throughout his entire career “ We do not have account minimums. We have personality minimums. We strive to create long term partnerships, in order to do that we want to enjoy the partners we work with.

At R6 we look at every new partnership from an estate planning perspective.  Our standardized process beings with a discovery appointment to truly understand your goals.  From there we will build a complete investment strategy tailored to meet these goals.

The financial professionals at R6 are licensed to handle every aspect of your financial planning needs.  From private wealth creation to complex legacy strategies.  We got you covered.