In our quest to serve investors' changing needs, our firm has recognized the importance of asset management. This is why our financial advisors have the option to combine their efforts with that of a professional asset manager when it serves their clients' best interests. Professional asset managers manage entire portfolios on behalf of the investor.
In addition to individually managed private accounts, asset management specialists utilize a multitude of tools designed to help clients reach their objectives.
With the wide range of choices available, we believe it is important for our clients to have the research they need before they invest.
Managing your own investments can be challenging in itself, but keeping apprised of the tremendous amount of information that can affect your decisions can be daunting, if not overwhelming. Against a backdrop of volatile markets, instant communications and an explosion of investment alternatives in a global economy, effective wealth-building has become increasingly complicated.
At Raymond James, our financial advisors have access to a variety of investment information and alternatives to assist their clients in managing their assets. From the basics of financial planning to the most sophisticated asset management programs, we can help you benefit from the investment expertise of experienced financial professionals — dedicated to helping you reach your investment goals, while providing you with the exceptional service we believe our clients deserve.
Mark and Cynthia Carron pose with Raymond James Financial CEO Tom James, who hosted the Raymond James & Associates Chairman's Council trip to Colorado.