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Invested in Your Future

 
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Named to FORBES 2018 Top Next-Gen Wealth Investors

BRADY RAANES, CFA, CFP®, CMT

Director of Investment Strategy, RCA

 
Data provided by SHOOKTM Research, LLC Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com. Minimum account sizes are general since it can vary depending on a range of circumstances. Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. Minimum account sizes are general since it can vary depending on a range of circumstances.
 

Raanes Capital Advisors

22 Millbranch, Ste 500, Hattiesburg MS 39402

Phone: 601-450-6650

Fax: 601-385-3075

Toll free 888-454-5103

Hours: M-Thu 8:30-4:30, F 8:30-3:00

 

Check the background of this firm on FINRA's BrokerCheck

OUR PHILOSOPY

We begin with an understanding of your risk tolerance then determine the appropriate asset allocation based on your goals.  We take pride in helping investors understand the risk factors in their portfolio and develop strategies to achieve their goals while attempting to minimize risk as much as possible. 

OUR ROLE

BROKER

We act on your instructions to buy and sell publicly traded securities.

discretionary portfolio manager

We build and manage unique portfolios based primarily on your risk tolerance using a variety of publicly traded securities.

FEE-BASED ADVISOR

We offer advice on portfolios without having full discretion over the final investment selections.

OUR FOCUS

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Our team approach to financial planning offers you a broader scope of experience than you will likely find in any one person.  We work to understand your unique circumstances and ultimately create a plan that provides a road map for your financial journey.  We'll help you take a conservative approach to building and preserving your wealth.

MEET THE TEAM>>

 

UPCOMING EVENTS

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