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PRAETORIAN Private Wealth | Austin, Texas

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PRAETORIAN Private Wealth

A Partnership You Can Trust

The PRAETORIAN GUARD of the Roman Empire was the most elite defensive fighting force of the ancient world. Comprised of only the most skilled Roman soldiers, and tasked with protecting the Emperor himself against all possible threats, the Praetorian Guard set history's standard for security, agility, and vigilance.

Envisioned for more than two decades, PRAETORIAN Private Wealth embodies this historical dedication to service. Within the financial context, we promise the same adamantine and disciplined commitment to our clients.
 

Investment Philosophy

At Praetorian Private Wealth, we take an active role as stewards of client's financial lives. We believe that investment management should not simply devolve to third-party managers.

Instead, we offer actively managed, proprietary investment portfolios as a component of a client's overall investment strategy.

By actively participating in the markets, we gain critical insight into the nature and timing of market movements, enabling us to make tactical moves in a disciplined and prudent manner

We are patient investors, but the fast pace of today's financial markets can result in a narrow window of opportunity; we seek to position clients to seize that opportunity while mitigating risk, and without falling victim to the latest fad or bubble.

Our Core Portfolios

Dynamic Growth is an unlevered, long-only U.S. equity portfolio designed to produce long-term growth without regard to current income. Macro-economic views determine weightings for sector exposure, and bottom-up stock analysis emphasizes positive momentum of fundamentals such as net margin, revenue growth, sales growth, and earnings growth. The strategy was specifically developed with growth-oriented equity investments to complement diversified portfolios.

Dynamic Equity is a high quality, large cap, U.S. equity portfolio. Portfolio constituents are S&P 500 stocks meeting the following screening criteria:

  • S&P common stock ranking of A- or better;
  • ROE > S&P 500;
  • Debt/Equity < S&P 500;
  • Trailing 12-month dividend yield > S&P 500;
  • FCF/Div > 1.0; and
  • Rated market perform or outperform.

Dynamic Allocation is an unconstrained global portfolio designed to exploit price dislocations and relative value opportunities. Through ETFs and institutional mutual funds it can invest in domestic and foreign bonds, domestic and foreign stocks, alternative investments, and commodities.

Dynamic Income is an alternative to a traditional bond portfolio and currently positioned for persistently low or potentially rising interest rate environments. As the name implies, it is a dynamic strategy and one that seeks to be more conservative if reasonably compensated. Portfolio constituents can include municipal bonds, REITs, MLPs, utility stocks, exchange traded funds, and institutional mutual funds.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum-level client service with an unwavering commitment to excellence.

FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM

Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 7,700 associates worldwide and $754 billion in total client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 3/31/2018
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

Recognition

We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com
OUR RELATIONSHIP WITH

Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Legacy Wealth Partners, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

QUOTES THAT INSPIRE US...

Market Insight

Weekly investment strategies and more...

Our Promise

INTEGRITY

We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Our Office

Steward Partners Global Advisory
807 Las Cimas Parkway, Bldg 2, Ste 325
Austin, TX 78746
Phone:
(737) 263-1759
Fax (737) 249-0505
Email:
PRAETORIAN@stewardpartners.com
 
 
 

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