Portfolios built by experience and constructed with care

We take great pride in serving as the portfolio managers for our clients. To us, it’s far too important to delegate this duty to some outside party. It allows us to create customized portfolios for each client based on their individual goals and appetite for risk. No two clients are exactly alike, and as a result, every portfolio we create is unique.

We are also highly accountable to our clients and always obtain their approval for every individual investment we buy or sell on their behalf. This level of customization is certainly labor intensive, but we believe it to be far worth the effort when we consider our clients, the deserving individuals who have entrusted us with this most important endeavor.

  • THE WAY WE THINK AND THE WAY

  • WE SERVE YOU

  • MAKES ALL THE DIFFERENCE

  • IN THE WORLD

Anonymous

related resources

Custom portfolio management

Custom portfolio management

06/10/2018
Your personalized portfolio will be skillfully constructed and pe...
Niches
A century of combined experience

A century of combined experience

06/08/2018
Our well-established team represents a wide range of experience a...
Niches
Depth of capabilities

Depth of capabilities

06/08/2018
Specialized services designed to not only help manage your wealth...
Niches
Personalized attention

Personalized attention

06/08/2018
Professional expertise personally attuned to your needs to facili...
Niches
More connected to your wealth

More connected to your wealth

06/08/2018
Personal management means you’ll know what’s going on with your m...
Niches
A fit for your life

A fit for your life

06/08/2018
A trusted financial relationship allows you the freedom to focus ...
Niches
Always here for you

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use