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Investment Adviser Representative,
Investment Management Group
Philip Detlefs is an Investment Adviser Representative with Investment Management Group in Jacksonville, Fla. He joined the independent, family-owned firm in 2001. Philip has passed the Series 7, 63 and 66 securities exams and is a licensed insurance professional. He takes a comprehensive approach to wealth management. He received his bachelor's degree in finance and marketing from Florida State University. He is married and has three children, Olivia, Harry and Hutch.
Investors can get wrapped up in comparing their portfolio's performance to the wrong measures of success, but giving too much weight to arbitrary benchmarks can steer them into making some risky moves.
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