the qualities of raymond james

Our affiliation with Raymond James is another important part of how we serve our clients. Raymond James helps support our business in many important ways including: providing access to leading investment research; surrounding our team with experts on a broad range of client-oriented topics; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

  • The full resources of a multinational financial services firm
  • A culture of independence and objectivity
  • Consistent leadership and independence
  • Raymond James helps us serve our clients

*As of 9/30/19
**Source: Bloomberg. Based on overall par amount.