Exclusive strategies for POWERFUL INSTITUTIONS

We know your institution demands security in your brokerage firm and trust from your advisor team. Whether managing assets and bank reserves or providing corporations and foundations access to capital, we have these tenets and all the strategies you need in one place. Look to us for the conservative investment approach and disciplined process with the research and resources to help set your institution apart.

Central Banks

The assets you manage are significant. That’s why you need a team who understands the nature of your business and can handle the size and importance of your needs. Simply put, we can. Our robust and experienced team manages the reserves of central banks and commercial banks. Through tailored strategies we help provide asset preservation, recommend and employ cash management strategies, and provide access to securities-based lending* with LIBOR rates**

* A securities based line of credit may not be suitable for all clients. The proceeds from a Securities based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client’s securities without contacting them. The interest rates charged are determined by the market value of pledged assets and Capital Access. 

** The base rate is based on the 30-day London Interbank Offered Rate (LIBOR) published on the prior business day in the “Money Rates” section of The Wall Street Journal. If the index is not ascertainable from the Money Rates column, firm management may designate a substitute rate. Current rates can be viewed online at raymondjames.com/lendingrates.htm or can be obtained from your financial advisor.

Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank.

Middle Market & Large Corporations

From global investors to hedge funds, we bring a depth of expertise and strategies for sales, trading and market-making strategies to you. Raymond James fields one of the largest sales forces among all U.S. brokerage firms serving more than 1,800 active domestic and international investors, representing the world’s leading institutions. We make markets in more than 700 domestic stocks and generate demand in managed equity offerings through broad distribution channels.

Captive Insurance Companies

With expertise in investing and implementing the assets of captives, we know the task requires some heavy lifting. We help take the burden of creating and managing a well-suited investment strategy from your shoulders to ours. We also understand the timing of expenses and claims to help create an asset/liability glide path to manage the consistent portfolios that a regulated entity requires.

Non-profit Corporations

Committed to creating a custom investment plan aligned with your organization’s goals, we take a disciplined approach that allows you to focus on meeting your mission. With access to institutional-class managers and an independent due diligence process and research, we provide a high level of investment insight and strategic thinking. Ongoing guidance, monitoring, customized performance reporting and attribution analysis allow us to adapt to market conditions and organization objectives.

Foundations & Endowments

An extension of your investment committee and board, we help uphold your stewardship responsibilities by providing investment guidance with your mission in mind and prudently constructing and managing your organization’s portfolio. Through asset allocation, our objective is to build portfolios that attempt to maximize the return potential at each level of risk. We seek to combine managers to help avoid unintentional biases and include searches for those who implement liability driven investment (LDI) mandates while incorporating relevant investment types into your custom portfolio. We also assist with investment strategy, spending policy needs, portfolio reviews and stewardship documentation.

Diversification and asset allocation do not ensure a profit or protect against a loss.

Commercial Banks

Our comprehensive suite of bank services includes 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.

Insurance Companies

Raymond James has a dedicated group to research and report on the specific products of interest to the insurance industry, continually covering developments in the agency, mortgage-backed, corporate and municipal markets to provide commentary on strategy, credit and regulatory issues facing insurance executives. Through Raymond James, we are equipped with both the personnel and the proprietary software to develop comprehensive investment portfolio analysis and balance sheet strategies for life, health, and property and casualty insurance companies, each designed to optimize portfolio returns within the bounds of liability and investment policy constraints along with customized reports that provide the basis for specific recommendations.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.


Our role is simple, grow and protect a sustainable social security fund with a conservative approach. Our eFolio® system makes it easy, with your entire portfolio online, you can shock securities, simulate trades, and run cash flow reports to help ensure you achieve your financial goals. Analyze price volatility of an individual bond in a shocked environment or as part of your entire portfolio.


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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