John C. Williams

Equipping you as an informed investor

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 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.

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 preservation to asset growth.

Institutional Consulting Services – Unique challenges require unique support. We’re here to provide objective advice for all aspects of institutional consulting – from strategy development and investment research to reporting and periodic reviews. We understand the importance of our clients meeting their investment stewardship obligations. No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization.

Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.

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Foundations Helping you meet your organizational objectives Learn More


75 Executive Drive // Suite A // Carmel, IN 46032 // Phone: 317.564.9605 // Toll-Free: 855.564.9605 // Fax: 317.564.8810

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Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Executive Financial Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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 our office for information and availability. © Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy Policy | Terms of Use

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