the qualities of raymond james

Raymond James is one of the largest independent financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and approximately $838 billion in client assets^*, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

Raymond James gives us the flexibility and independence to serve our clients without a corporate “push” of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to over 300 mutual fund families, 51 money managers and 34 insurance carriers.

Chairman Emeritus Tom James has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in the best interests of clients and be innovative in our strategies to meet their needs.

As one of North America’s leading full-service investment firms, Raymond James offers a full array of services, advice and planning for every individual and institution. Our focus is on remaining agile and taking a personal approach to serving the needs of our clients and the institutional and retail communities that invest in them.

INVESTMENT MANAGEMENT
Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development help navigate the dynamic nature of the market.

The Asset Management Services team at Raymond James is made up of highly experienced investment professionals who develop optimal, risk-adjusted asset allocations and strives to include top investment managers in its portfolios. The team conducts ongoing due diligence and quarterly quantitative and qualitative reviews on each investment vehicle it selects.

Through Raymond James, we are able to offer you professionally managed model portfolios that provide the flexibility to move among various investment choices and deliver comprehensive performance reporting. We will customize, manage and monitor your portfolio to meet the needs of you and your family based on your specific risk and return objectives.

INVESTMENT BANKING
Raymond James’ investment banking practice wields considerable expertise for bank clients, participating in 400-plus transactions with total value of $55 billion since 2000.**

MERGERS & ACQUISITIONS
Raymond James has one of the most highly regarded, broadly experienced advisory practices in middle-market investment banking.

PUBLIC FINANCE
Raymond James provides a national fixed income distribution network with both retail and institutional sales offices throughout the United States, Canada and Europe.

EQUITY SALES, TRADING & SYNDICATE
Raymond James features a dedicated sales team focused on depository institutions and a trading desk that makes markets in more than 700 bank stocks.

EQUITY RESEARCH
Raymond James and its affiliates in Canada and Europe employ more than 70 research analysts who cover nearly 1,300 companies in highly focused industries.

EQUITY CAPITAL MARKETS
Through U.S. and foreign offices, Raymond James’ institutional sales force services more than 1,800 domestic and international investors, representing the world’s leading institutions.

FIXED INCOME CAPITAL MARKETS
Raymond James offers a full spectrum of solutions tailored to specific depository institution needs, including industry-leading analytics and expertise.

TAX CREDIT FUNDS
Raymond James is one of the largest syndicators of low-income housing tax credit equity in the U.S., raising $1 billion annually, and since 1986, has provided equity for 1,900 properties in 46 states.

RAYMOND JAMES BANK
With assets of $18 billion, Raymond James Bank leverages its size and structure to deploy capital and offer innovative banking services, both lending and deposit, in all 50 states.