Asset Management

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services – Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management – Eagle Asset Management offers a diverse array of disciplined investment programs designed to meet the unique needs of both individual and institutional investors.

Eagle Boston Investment Management – Eagle Boston Investment Management - specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Heritage Family of Funds – Heritage believes in creating wealth intelligently by attempting to deliver superior long-term performance through conservative management strategies. We develop strategic alliances with nationally recognized money management firms which share our commitment to clients.

Freedom Account – The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you; from capital protection to asset growth.

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.

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