Raymond James Financial

As a provider of financial services to global participants of International Schools Services, we understand the unique needs of international educational institutions as well as the individuals who serve these organizations. Our financial professionals are qualified to offer group retirement plans and other asset management services to schools and their participants.

We realize that investing is an ongoing process which requires consistent focus and the flexibility to adjust to changing needs. We begin our relationship simply by getting to know your organization, taking the time to understand the values and circumstances that will likely guide your decisions. We then work through a disciplined investment consulting process to ensure that we create a plan to match your school’s needs.

While we offer a full range of financial services through Raymond James Financial Services, Inc., our expertise is targeted to the following areas:

Group Retirement and Savings Plans: Our arrangement with ISS is the result of a growing need for retirement savings and our ability to fill that need. We understand the unique challenges of schools that operate abroad and have extensive experience in providing appropriate strategies, partnering with mutual fund group retirement and savings programs that offer varied financial options. Specifically our strategies are:

Customized – Programs are tailored to specific school needs, including attention to local tax law requirements.
Personalized – Teachers can choose the most appropriate investments to meet their personal goals and objectives.
International – Participants can be non-U.S. hires or U.S. citizens working abroad.
Portable – Accounts are flexible and can move with participants as they change schools.
Simple – Virtually all administrative functions are included.

Cash Management: Our approach to cash management includes a thorough assessment of your organization’s requirements. We work with your school, nonprofit or corporate board and/or business managers to understand your organization’s unique needs, then determine strategies designed to maximize principal while helping to meet the fiduciary responsibility of a conservative and low-risk investment.

Asset Management: Utilizing the institutional-style programs offered through Raymond James Consulting Services, we provide access to many of the industry’s leading institutional money managers. We work with you to develop risk parameters for your own account and/or for your organization. Then we select model portfolios or specific money managers to match your risk/return profile. With a variety of programs to choose from, we can tailor a program for your school’s specific goals and objectives.

Comprehensive Financial Planning: Appropriate money management calls for extensive preparation before decisions are made and continual monitoring thereafter. We are committed to a long-term relationship with you and have global representation to ensure continuity. We help investors, at every level of assets and experience, to make suitable decisions by using a financial planning approach. Most of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, meaning that they have completed rigorous courses, passed testing requirements and have agreed to abide by the high standards set by the CFP Board of Standards. So, you can be assured that you’ll receive the utmost in professional advice and service as we prepare an individualized financial plan for you.

Managing Assets for the International School Community ADMINISTRATORS As a provider of financial services to global participants of International Schools Services, we understand the unique needs of international educational institutions as well as the individuals who serve these organizations. Our financial professionals are qualified to offer group retirement plans and other asset management services to schools and their participants. We realize that investing is an ongoing process which requires consistent focus and the flexibility to adjust to changing needs. We begin our relationship simply by getting to know your organization, taking the time to understand the values and circumstances that will likely guide your decisions. We then work through a disciplined investment consulting process to ensure that we create a plan to match your school’s needs. While we offer a full range of financial services through Raymond James Financial Services, Inc., our expertise is targeted to the following areas: Group Retirement and Savings Plans: Our arrangement with ISS is the result of a growing need for retirement savings and our ability to fill that need. We understand the unique challenges of schools that operate abroad and have extensive experience in providing appropriate strategies, partnering with mutual fund group retirement and savings programs that offer varied financial options. Specifically our strategies are: Customized – Programs are tailored to specific school needs, including attention to local tax law requirements. Personalized – Teachers can choose the most appropriate investments to meet their personal goals and objectives. International – Participants can be non-U.S. hires or U.S. citizens working abroad. Portable – Accounts are flexible and can move with participants as they change schools. Simple – Virtually all administrative functions are included. Cash Management: Our approach to cash management includes a thorough assessment of your organization’s requirements. We work with your school, nonprofit or corporate board and/or business managers to understand your organization’s unique needs, then determine strategies designed to maximize principal while helping to meet the fiduciary responsibility of a conservative and low-risk investment. Asset Management: Utilizing the institutional-style programs offered through Raymond James Consulting Services, we provide access to many of the industry’s leading institutional money managers. We work with you to develop risk parameters for your own account and/or for your organization. Then we select model portfolios or specific money managers to match your risk/return profile. With a variety of programs to choose from, we can tailor a program for your school’s specific goals and objectives. Comprehensive Financial Planning: Appropriate money management calls for extensive preparation before decisions are made and continual monitoring thereafter. We are committed to a long-term relationship with you and have global representation to ensure continuity. We help investors, at every level of assets and experience, to make suitable decisions by using a financial planning approach. Most of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, meaning that they have completed rigorous courses, passed testing requirements and have agreed to abide by the high standards set by the CFP Board of Standards. So, you can be assured that you’ll receive the utmost in professional advice and service as we prepare an individualized financial plan for you.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC This site is published for residents of the United States only. 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 your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC All rights reserved.