Helping institutional leaders serve their greater goals

Effective investing is a pillar of financially durable institutions. We support corporations, governments and charitable organizations in pursuit of their missions and business objectives with expansive planning and asset management services. As part of this, we have the resources to support CFOs, executive directors and investment committee members to help them set an investment strategy, explore opportunities and meet their fiduciary responsibilities.

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We offer services, support and guidance at every stage and for every piece of your institutional fiduciary process.

High-level investment strategy and goal alignment
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Markets & Investing
Goal, risk tolerance, assets, budgets and liability assessment
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Fund, managers and strategy due diligence and selection
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Robust, multidisciplinary institutional capabilities
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Timely research and market insight, clearly expressed
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Assessment of costs and negotiating opportunities
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No addition cost for Raymond James to hold asset
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Rule and procedure development for managing investments and assets
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Customized quarterly investment progress and market insights
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Fund manager due diligence reviews and performance evaluations
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Services rendered will be dependent on applicable agreements.

Goal-oriented financial planning

Beyond investment consulting services, we offer guidance on a wide range of financial planning topics for businesses, charitable organizations, endowments, pensions and not-for-profit institutions. These include as diverse a list as executive compensation strategies, profit sharing plans, deferred compensation plans, institutional cash management services, pension and defined benefit plans, Taft-Hartley multiemployer pension plans – and many other specialized circumstances.

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How We Help

Endowments and nonprofits

We help organizations have confidence in their financial processes with:

  • Objective guidance
  • Adherence to a fiduciary standard of care
  • Investment policy statement amendments

Government

We help municipalities and agencies remain transparent, prudent and goal-focused:

  • Financial leadership education
  • Pension and retirement plan management
  • Municipal investing and planning

Corporations

Your custom plan should take into consideration:

  • Investment policy statement development
  • Compensation and profit sharing
  • Cash management strategies

Family Offices

Our team understands the importance of:

  • Centrally-managed strategic activities for family businesses
  • Family wealth advisory specialists
  • Clear communication

Related Resources

See how we help organizations create confidence in their investments and financial outlooks.
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Learn more about how to strike the right balance with your business’s cash management.
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Protect what you built with the right policy and a contingency plan.
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Let’s put strategy to work for your organization

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.