Asset Management Services
Your Passport Account gives you access to a broad range of investments.
- Exchange-listed stocks
- Over-the-counter stocks
- Foreign securities
- Shares in publicly traded closed-end mutual funds
- Corporate bonds
- U.S. government bonds
- Eligible municipal bonds
- Eligible load mutual fund “A” shares at net asset value
- Eligible no-load mutual funds
- Eligible unit investment trusts
- Eligible Certificates of Deposit
- Covered call and put options
- Shares in publicly traded real estate investment trusts
The Passport Account is Different
When you have a Passport Account, your financial advisor is your partner in managing portfolio assets. In this fee-based account, your financial advisor is compensated based on the value of your account and not based on the level of trading, mitigating a potentially significant conflict of interest.
This account can hold your tax-deferred retirement funds as well as your other investments. You’ll have the security of knowing that your investments are held in custody at Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Quarterly reports summarizing portfolio performance, contributions and withdrawals from the day you open your account are available. These reports show your current asset allocation and time-weighted portfolio performance data.
Investing involves risk and you may incur a profit or a loss.