Your financial GATEWAY

Our strategies are a harmonious ensemble of innovation and conservatism. From consulting resources to dynamic portfolios, we stand ready to help your institution in the way that best suits your needs. By partnering with us, we can help bring all aspects of your plan management together leveraging sophisticated strategies available through capital markets and the robust resources of Raymond James.

Capital Markets

To better serve you, we work with dedicated teams in many specialized capital markets areas. They include focused expertise in investment banking, public finance, institutional sales and trading, and syndicate. With a far reach, the team serves clients ranging from corporate and institutional to nonprofit and municipal throughout North America, Latin America and Europe. To that end, research is provided on more than 1,200 companies globally, market-making occurs in more than 1,400 common stocks, and trading primarily exists in municipal, government agency, mortgage-backed and corporate bonds.

Additionally, as part of the overall capital markets picture, Raymond James Tax Credit Funds helps banks and other institutions meet their Community Reinvestment Act obligations, as well as stimulate the development of low-income housing, by syndicating limited partnership investments in real estate project entities.

Fixed Income Institutional Sales

With one of the largest fixed income research departments in the industry, Raymond James is in a unique position to evaluate new product offerings, spot relative value and uncover specific market opportunities in the agency, mortgage-backed, corporate, municipal, interest rate derivatives and SBA markets.

In addition to interactive portfolio management software, eFolio®, Raymond James’ Reportfolio™, the firm’s accounting and reporting service, interfaces with online information to provide multiple investment accounting updates, market value and cash flow graphics, market value analysis, dynamic situation simulation and more information unique to your portfolio. This system accounts for complex securities – such as CMOs, adjustables and zeros – as well as structured products.

Raymond James also offers a comprehensive suite of bank services including asset/liability management, loan evaluation and trading, asset optimization, strategic growth modeling and wholesale funding-brokered CDs. We also host educational conferences throughout the year, such as Bond School and Economic & Strategy Seminars, as part of our ongoing effort to provide the most insightful investment information for our clients.

Asset/Liability Management Services

Raymond James delivers solutions for the liability side of financial institutions’ balance sheets through a dynamic and comprehensive solution for measuring, monitoring, and managing risk. This service leverages the technology of the nationally recognized Sungard Bancware 6 model, employing the institution’s core account data and custom behavioral assumptions. The analytics and model outputs meet or exceed regulatory requirements and provide management with a powerful tool to aid in strategic decision making. 

Reporting details include earnings, economic value, liquidity and economic capital at risk analysis as well as 11 instantaneous, parallel shock scenarios and five ramped, non-parallel scenarios. You’ll also find executive, board and ALCO summary reports to aid in strategic decision making, detailed reports incorporating account level analysis and performance outputs, liquidity analysis to support cash flow stress-testing and contingency funding planning, and a 7-year simulation horizon.

eFolio® Access

Our interactive, proprietary online portfolio management system gives you constant access to your portfolio and Raymond James’ inventory and research. “Virtual” trades and strategies are available for pre-purchase and decision-making analysis, and everything is here in one place – from analytics and accounting to reporting and research. Interact with your portfolio online, run what-if scenarios, and analyze your portfolio using interest rate assumptions for immediate results.


What you demand We Deliver

Concierge-level service is our signature, and we’re ready to serve you with special attention to your every need.

2333 Ponce De Leon Blvd // Suite 500
Coral Gables, FL 33134
T: 305.461.6670
TF: 800.523.3295
F: 901.312.6882
Map and Directions
Boca Raton
1 Town Center Road // 10th Floor
Boca Raton, FL 33486
T: 561.981.3690
TF: 800.327.1055
F: 866.206.2609
Map and Directions

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.

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