Managed Accounts

Raymond James is dedicated to providing institutional-quality portfolio options for individual investors. With a managed account, you’ll gain access to carefully selected institutional money managers and a process designed to help you diversify your holdings based on your investment strategy.

What is a Managed Account? A managed account is a portfolio of securities that is owned by the individual investor, but are chosen and traded by a professional money manager on your behalf.
 In the past, only institutional investors, such as large pension plans and endowments, could get access to professional money management firms - ut that’s changed. Now the services of these money managers are within reach of individual investors such as you.