We have considerable experience in addressing the financial and fiduciary needs of the corporations, foundations and nonprofits we serve. For directors and board members, cash flow management and long-term financial planning are ongoing concerns. We collaborate with your organization’s professional advisors such as trustees, attorneys and CPAs to help achieve your objectives.
Services we offer include:
Governance & Policy Development
We help the managers, board of directors and investment committee members of your organization to establish, implement and monitor policies designed to help you meet financial and fiduciary needs.
Asset Allocation
We employ this long-term strategy to help you achieve your financial goals without assuming undue risk. By allocating your assets to a diverse variety of sectors and investments, we attempt to increase the likelihood of generating a more consistent, positive return over the long term.
Asset allocation does not ensure a profit nor protect against loss.
Manager Research & Due Diligence
When an outside money manager is deemed appropriate, we identify those money managers who have investment philosophies that align with your objectives, disciplined investment processes and a track record of established performance. Through continuous monitoring, we will make recommendations for adding or deleting investment funds they manage.
Investment Performance & Review
We conduct ongoing quantitative and qualitative assessments and performance reviews to help identify, select and maintain the investments that match your objectives and guidelines.
Asset Management
Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of internal professional money managers. A comprehensive process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital protection to asset growth designed to meet your long-term goals.
Executive Services
The rewards of leadership can be significant, but often come with unique financial issues. We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging and monetization for concentrated equity positions.
