Asset allocation and investment selection is the foundation. But, anticipating significant family and lifestyle changes, retirement distribution planning, wealth transfer, and long-term care needs can be just as important.
Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.
Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios. More
Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that is right for you - from capital protection to asset growth. More
Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers. More
Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.
For detailed information, or to ask a question, contact us.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
