Financial Perspectives
Who We Were. Who We Are. Who We Will Always Be
2012 marks 50 years since Raymond James founder Bob James started a different kind of investment firm with a then-novel idea of serving clients’ financial needs with a holistic wealth-planning approach. Our founding principles were based on a client-first, conservative philosophy that helped our firm stand out from the rest.
Half a century has gone by, and our core values have never wavered. You see, we’ve always put the financial well-being of our clients first. That will never change. In fact, that strong foundation and focus on the client-advisor relationship will carry us forward for the next 50 years and beyond. Thank you for taking this journey with us
Asset allocation does not guarantee a profit nor protect against loss.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF).
The information contained in this newsletter has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. We may, from time to time, have a position in the securities mentioned and may buy or sell such securities in the course of regular business.