Fixed Income

Through Raymond James, you’ll gain access to a wide variety of fixed income products, including brokered CDs, corporate and government bonds, mortgage-backed securities and CMOs, preferred securities, and unit investment trusts (taxable fixed income and equity-related, tax-free fixed income).

Fixed Income Portfolio Analysis

To promote a more proactive and professional approach to fixed income investing, Raymond James provides our financial advisors with investment tools, such as fixed income portfolio analysis (FIPA), to assist you in the decision-making process. Utilizing our comprehensive FIPA reports, you can:

• Monitor portfolios’ progress towards your clients’ goals
• Assess portfolios’ profiles,
• Analyze position details including cost basis, market value and unrealized gain/loss information
• Provide maturity and cash flow schedules
• Determine risk exposure, including interest rate risk and duration, credit risk and reinvestment risk

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