The Millennial Investor

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Customized Strategies designed to Fit Your Needs

Professionally managed money starting at lower account values

With Raymond James, you can access institutional management with as little as $5,000

Freedom Foundation Platform - $5,000 minimum

• A series of portfolios with varying objectives and risk tolerances that have the flexibility to be changed to help fit your needs when your needs change.

Freedom Environmental Social Governance (ESG) - $5,000 minimum

• Connect with your fellow Millennials and likeminded investors and make a difference in our world with impact investing. Socially responsible investing- also known as Environmental Social Governance (ESG) – Portfolios constructed with ESG factors into their investment strategies. 3 different portfolios.*

START TODAY AND PUT TIME ON YOUR SIDE SO THAT YOUR FUTURE MAY BE FINANCIALLY INDEPENDENT AND YOUR LIFE CAN BECOME AN ADVENTURE

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*Utilizing an ESG investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.