Team support

Institutionally managed portfolio recommendations to fit your goals; receive ongoing support from our Investment Central team.

We offer Asset Management Services – a variety of institutional-grade platforms, strategies and hands-on support to help you simplify the investment management process. From institutional-quality investment management to creating and providing customized investment portfolios. Our team can assist you, or allow you to take control, by offering:

• Portfolio options that are as flexible and diverse as your goals.
• Automated adjustments to your portfolio*
• Ongoing access to our Virtual Financial Advisors with quarterly reviews.
• A connected platform to allow access to your portfolio anytime.
• Up-front, fee-based pricing.

Let’s identify your goals and objectives. Fill out our Investment Policy Questionnaire.

Please email completed Investment Policy Questionnaire to ICBM@RaymondJames.com and one of our Virtual Financial Advisors will follow up.

Institutional-quality investment management involves defining objectives, assessing risks, documenting the process, and constructing the portfolio.

*The process of rebalancing may result in tax consequences.

In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.