Raymond James Consulting Services

Institutional Quality Portfolios for Individual Investors

We believe that individuals who invest in today’s dynamic marketplace deserve a disciplined, systematic strategy to manage risk and return. With Raymond James Consulting Services, you’ll have the opportunity to invest using a process that was formerly available only to the most sophisticated institutions.
With an institutional approach to building portfolios for individuals, Raymond James Consulting Services allows individual investors to access the top nationally known money management firms. Our money managers are rigorously screened to ensure that the portfolio you select will match your financial objectives and tolerance for risk. You gain access to these carefully selected institutional money managers and a process designed to help you to more systematically diversify your holdings. Choose from more than 100 investment strategies across a range of asset classes, then we’ll systematically monitor risk and return on an ongoing basis.

 Minimum account size:
$100,000 for Equity and Balanced accounts
$200,000 for Fixed Income accounts
$200,000 - $500,000 for Municipal accounts  
For more information, or to enroll, please contact Investment Central at 800-826-4382.