Asset Management Services

In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions.

For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a constantly changing environment.

Look to us for asset management services that are

  • Customized to meet the needs of you and your family

  • Fee-based so advisors have a vested interest in their clients’ success

  • Strategic to reflect the dynamic nature of the market – and your life

What Else Should You Know About Fee-Based Accounts?