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 Consulting Services provides institutional-quality portfolio options for individual investors; we believe that individuals who invest in today’s dynamic marketplace deserve a disciplined, systematic strategy to manage risk and return.
We use an institutional approach to building portfolios for individuals. You 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.
Diversification does not ensure a profit or guarantee against a loss.