Managed Accounts

We believe there is great potential in today’s wide range of investment alternatives – and we recognize a corresponding increase in complexity as well. That’s why Raymond James is dedicated to providing institutional-quality portfolio options for individual investors; we believe that individual investors deserve a disciplined, systematic strategy to manage risk and return.

With a managed account, you’ll gain access to carefully selected institutional money managers and a process designed to help you to more systematically diversify your holdings. We help you select a portfolio that closely matches both your financial objectives and your level of risk tolerance. Then we systematically monitor risk and return on an ongoing basis.

We believe it’s a powerful approach. Working closely with your financial advisor, you’ll invest using a process similar to that used by the most sophisticated institutions.

There is no assurance that any investment program will result in success. Investing involves risk and investors may incur a profit or a loss. Separately Managed Accounts (SMAs) may not be appropriate for all investors. SMA minimums are typically $100,000 and greater, thus SMAs may be more appropriate for affluent investors with $300,000 or more to invest. While diversification may be achieved within an individual SMA, due to holdings typically numbering between 20 and 70 securities, it is recommended that clients utilize multiple SMAs with varied investment disciplines (growth, value, large-cap, mid-cap, etc.) to achieve greater diversification. It is important to review investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. In making an investment decision an individual should utilize other information sources and the advice of their financial advisor.

Diversification does not ensure a profit or guarantee against a loss.