Asset Management Services

Institutional investors are generally able to avoid many of the emotional biases and pitfalls that commonly affect individual investors. Our institutional investing approach is designed to provide you with the methodology that endowments, foundations and pension funds utilize to attempt to achieve higher returns, and with much less risk, in a variety of market conditions.

This approach makes use of multiple asset classes based on your goals, time horizons and risk tolerance; the development of, and adherence to, a written investment policy; and a regular review of investment performance versus your objectives and relevant benchmark indices.

Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development help navigate a constantly changing financial environment.

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 provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

*Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors. Asset allocation does not guarantee a profit nor protect against loss.