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A Proven Investment Strategy Financial experts agree that long-term financial success depends on investment planning — rather than just clever stock picking. Our investment selections include some of the most respected names in the industry. They include corporations and entities that have established some of the most impressive track records in the investment industry. We focus on what works, rather than trying to recreate the wheel.
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Personalized Planning We design a written investment plan tailored to meet your financial goals and complete it with strategies for achieving them. We make it our business to learn who you are, where you currently are with your investment program and where you would like to be. We are constantly evaluating your financial plan, making sure we remain focused on accomplishing your goals.
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Risk Management A successful investment strategy not only leads you to the highest returns, but it also carefully minimizes risk and adds balance to meet your needs for growth, income and liquidity. The preservation of your capital is our primary focus.
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Private Money Management We offer institutional money management for the individual investor by utilizing 34 premiere independent money managers with 67 investment disciplines; collectively, they manage in excess of $1 trillion. Most are available for investment minimums of $100,000; outside of our Private Money Management program, required minimums can reach as high as $20 million.
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Account Protection Raymond James & Associates is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). An explanatory brochure is available upon request or at sipc.org or by calling (202) 371-8300. Raymond James has purchased excess SIPC coverage through various syndicates of Lloyd’s, a London-based firm. Excess SIPC is fully protected by the Lloyd’s trust funds and Lloyd’s Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub-limit of $1.9 million per customer for cash above basic SIPC for the wrongful abstraction of customer funds. Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations
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A Team Approach Our team is positioned to offer nothing short of exceptional personalized service. We accomplish this using specialized knowledge in investments, taxes, insurance and estate planning. More importantly, our wealth management professionals work together to help you carefully create and execute your plan. This is the only effective way to help achieve a solid financial plan that will enable you to feel confident about your financial future.
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Asset Allocation Studies have proven that 93% of the total return of a portfolio depends on how assets are allocated, rather than on the success of a particularly thriving individual stock or company. We agree. Diversifying among and within asset classes is equally important.
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Performance Evaluation Periodic performance evaluations provide you with the comfort of always knowing exactly where you are with your investments. Depending upon your preference, you can evaluate your investment performance daily, weekly, quarterly or annually.
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Investments and Services |
Annuities
Asset Allocation
Asset Management
Asset Protection Planning
Banking
Cash Management
Cashless Stock Options
Certificates of Deposit
Corporate Bonds
Education Funding
Estate and Wealth Transfer
Planning
Exchange Traded Funds
(ETF)
Fee-Based Accounts
Financial Planning
Government Securities
Hedge Funds
Home Equity Loans and
Mortgages
Insurance Planning
International Equities
Investment Banking
IRAs and 401(k)s |
Long-Term Care Planning
Margin Accounts
Merchant Banking
Money Market Funds
Mortgage-Backed
Securities
Municipal Bonds
Mutual Funds
New Issues
Options
Pension and Profit Sharing
Plans
Portfolio Reviews
Preferred Stocks
Research Reports
Restricted Securities
Retirement/Independence
Planning
Risk Management
Stocks
Tax Planning
Technical Analysis
Trust Services | | |
