A DETAILED LOOK AT Corporate Advisors Group

A lot of work goes into managing a successful company-sponsored retirement plan. We put in the work.

The financial advisors of the Corporate Advisors Group are all part of the Raymond James Retirement Plan & Institutional Advisory Council*, a distinct and exclusive group of advisors that provides specialized experience and support for retirement plan sponsors.

We work with our institutional clients to develop and execute a prudent investment process to meet their stated investment objectives. We draw upon our industry expertise and experience to deliver value through comprehensive consulting and fiduciary oversight.

We believe the key to managing fiduciary assets is to follow a consistent and repeatable investment process. We view our role as the quarterback in developing, implementing and executing a prudent process on a continual basis.

Our process focuses on four key facets:

  • Fiduciary governance and oversight
  • Investment expertise and portfolio construction
  • Employee experience and outcomes
  • Plan administration and cost structure

*Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.

Our mission and our fiduciary commitment to you

Our mission is to help employees make meaningful progress toward their retirement and financial goals while also helping employers meet their fiduciary responsibilities and take work off their plate.

Planning for their financial future is one of the most important challenges facing your employees today. The role of the employer continues to evolve, and companies need fiduciary services and guidance to help their employees be successful. Our primary objective is to deliver advice that helps employers and employees meet their long-term financial objectives.

In all advisory relationships, we are held to a fiduciary standard – a role that we fully embrace. As such, we are required by law and practice to act solely in the interests of, and with undivided loyalty to, our clients. Our advice and recommendations must align with your organization’s specific objectives, timeframe and risk tolerance.

Our team is committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies of our clients. We manage fiduciary assets by following a consistent and repeatable investment process that we develop, implement and execute on a continual basis. Anything less is unacceptable. As 3(38) fiduciaries, Raymond James takes on the responsibility of selecting, managing, monitoring and benchmarking the investment offerings of your plan*. We can also act in a 3(21) fiduciary capacity, working alongside your Retirement Committee for investment selection.

We manage fiduciary assets by following a consistent and repeatable investment process that we develop, implement and execute on an ongoing basis. Anything less is unacceptable.

*As set forth in, and subject to, applicable agreements as of June 2023.