Fixed Income

Bond Portfolio Evaluation & Reporting

PEARL

Exclusive evaluation and reporting for high-net-worth portfolios

Just as a shell shields a pearl, Raymond James remains dedicated to the idea that a personalized financial plan can help protect wealth throughout life’s stages. An expression of that commitment, PEARL was designed to provide personalized portfolio reporting, analysis and strategy implementation for clients with significant wealth.

This on-demand, highly customized solution combines your personal relationship with your financial advisor and the targeted expertise of our bond professionals with the tools they need to help you build and monitor assets including:

• Annual income projection and monthly breakdown;
• Maturity schedule for each bond, as well as average maturity duration;
• Portfolio duration profile chart;
• Risk and coupon rate analysis;
• Model portfolios;
• Simulated impact of varying interest rate environments;
• Assessment of hypothetical changes to your holdings;
• Anticipated call features;
• And much more.

View sample report (PDF)

Account type and minimum restrictions may apply. For additional information or a sample report, please contact your Raymond James financial advisor or use the convenient Office Locator to find our office(s) nearest you today.

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