Welcome to Wasatch Capital Management of Raymond James, where we offer customized strategies for managing your investments. Whether you're a company looking to optimize the earnings on your cash holdings or a municipality seeking to invest funds, we provide guidance designed to meet your needs.

Why Choose Us?

  1. Enhanced Yield: We understand the importance of return on your investments while focusing on potential risk to principal. Our team takes the time to understand your business and cash flow needs, then we carefully customize a portfolio designed to meet your investment objectives. Our goal is to help you seek higher yields than typically available through traditional money market and savings accounts, or low-risk investments.
  2. Risk Assessment : Your concerns matter to us. That's why we prioritize risk management in our investment strategies. You can feel confident that your funds are placed in investments that are vetted during our screening process for what we determine to be their stability and reliability.
  3. Cash Flow: We recognize the significance of aligning cash flow with investment maturities. Our tailored strategies are designed to match cash inflows and outflows effectively, seeking to provide liquidity when it is needed.
  4. Operational Efficiency: Time is money, and we value both. Our platform offers seamless integration with banking systems, allowing you to move funds effortlessly back and forth for operational purposes.
  5. Customized Approach: We understand that every investor has unique financial objectives and risk tolerances. That's why we take a personalized approach to crafting investment strategies that are designed to align with our clients’ specific needs and preferences.

Ready to Get Started?

Contact us to learn more about how we can help you pursue your investment goals while seeking to maximize return and mitigate risk.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.