Asset Management Services

Your Ambassador Account gives you access to a broad range of investments.

  • Exchange-listed stocks
  • Over-the-counter stocks
  • Foreign securities
  • Shares in publicly traded closed-end mutual funds
  • Corporate bonds
  • U.S. government bonds
  • Eligible municipal bonds
  • Eligible load mutual fund “A” shares at net asset value
  • Eligible no-load mutual funds
  • Eligible unit investment trusts
  • Eligible Certificates of Deposit
  • Covered call and put options
  • Shares in publicly traded real estate investment trusts

The Ambassador Account is Different

When you have an Ambassador Account, your financial advisor is your partner in managing portfolio assets. In this fee-based account, your financial advisor is compensated based on the value of your account and not based on the level of trading, mitigating a potentially significant conflict of interest.

This account can hold your tax-deferred retirement funds as well as your other investments. You’ll have the security of knowing that your investments are held in custody at Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Quarterly reports summarizing portfolio performance, contributions and withdrawals from the day you open your account are available. These reports show your current asset allocation and time-weighted portfolio performance data.

All investing involves risk and you may incur a profit or loss. There is no assurance that any investment strategy will be successful.

NOT Deposits • NOT Insured by FDIC or any other government agency •
NOT GUARANTEED by the bank • Subject to risk and may lose value