Institutional Investors

In serving institutional clients, we go beyond simply helping them build a portfolio. We take a broad view that incorporates the many elements of an organization’s investment picture: asset management, cash flow, risk management, tax liability and other issues.

For endowments, foundations and corporate retirement plans, we apply the time-tested principles of value investing to clients’ specific circumstances. Our in-depth understanding of the challenges and constraints these organizations face enables us to fulfill a comprehensive advisory role and help clients maintain a long-term perspective.

By combining our team’s professional knowledge and experience with the vast resources of Raymond James, we offer institutional clients a single-source strategy to their distinctive investment and financial management requirements. Our services include:

  • Investment banking
  • Sales, trading and syndicate
  • Research
  • Retirement plans
  • Corporate and executive services

In delivering these services, we draw on more than 650 Raymond James capital markets professionals, as well as Raymond James’ highly acclaimed equity research team. Through responsive, personalized service and sophisticated client support, we simplify and streamline the investment management process, freeing up our clients’ time for other priorities.