As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of institutions, and has the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.

Our advisors are committed to creating a custom investment plan aligned with your goals, and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying institutional-class managers and investment opportunities that are designed to align with your corporate profile and extends through managing, reviewing and rebalancing investment strategies to support your ongoing success.

We offer pragmatic guidance in establishing corporate retirement plans, assisting with overall plan oversight and documentation. We are diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while striving to optimize participants’ benefits at a reasonable cost.

We’re here to be your trusted partner, and to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your business.

Services Include

  • Objective investment strategy development and management
  • Knowledgeable, on-going regulatory guidance
  • Development of defined contribution and defined benefit plans
  • Comprehensive insight for managing your fiduciary duties

All funds held at participating banks in the Bank Deposit Program are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 per depositor, per insured bank, for each account ownership category. Available cash in your Raymond James account is deposited into interest-bearing accounts at up to 12 banks. Raymond James will deposit up to $245,000 ($490,000 for joint accounts of two or more) in each bank on a predetermined bank priority List. Additional information can be found at or by calling 877.ASK.FDIC (877.275.3342).