Active risk management from a team of investment professionals
Anthony Panuccio, managing director of investments for P&H Consulting of Raymond James, has 30 years of experience in providing carefully customized and personalized financial advice to his clients.
“This is our life’s work,” he says of himself and Emory Hendrix, his co-portfolio manager of eight years.
Anthony and Emory are committed to maintaining their boutique practice. As such, they work with fewer than 100 client families and therefore are able to offer a high-touch service model and an uncommon client experience. To communicate, educate and bring their clients through the rough patches in the market, the team holds frequent social and educational events with clients in addition to their regular contact.
Hiring a mutual fund or other third party to manage client accounts as a group is common practice for financial advisors today, but not for clients of P&H Consulting.
Emory and Anthony believe their clients deserve a more personalized approach, and pledge to personally review and evaluate every position for every account every day.
“You want to be able to look yourself in the mirror every day and be proud of what you do,” Anthony says. “Our clients become our extended family, and we care about them.”
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
112 Haywood Rd., Greenville