At Raymond James we provide an investment management service which involves the professional management of a variety of investments such as, Equities, Bonds, Exchange Traded Funds, and Collective Funds in order to meet the specific investment goals of our investors.
This service integrates elements of fundamental financial analysis, asset allocation, selection, plan implementation and ongoing monitoring of investments.
Before we can begin proposing the composition of any portfolio we strive to understand our clients’ needs and objectives. This encompasses understanding the purpose of the investment – whether it is for income, growth or a combination of both. We take time to get to know your family circumstances and attitude to risk.
We understand that asset classes exhibit different market dynamics and different interaction effects, and the way a portfolio is structured will have a significant effect on its performance. We gain asset allocation using various investments, ensuring cost efficiency is considered.
If you already have a portfolio of investments, we can assess their suitability to establish if they meet your current investment objectives.
Your Raymond James Wealth Manager assumes the responsibility for the day-to-day management of your portfolio and is available to give suitable recommendations.
We’ll provide you with regular detailed reports of your portfolio’s composition and performance and you have the added option to view your portfolio at any time via Raymond James Investor Access™ .
At the heart of this service are our Wealth Managers, Stockbrokers and Financial Advisers, who are always at hand to point investors in the right direction. Our highly qualified and experienced Wealth Managers will always conduct a thorough assessment of each individual client’s needs and risk profile, formulating a tailored investment strategy to recommend the most appropriate investment solution for each client.
Your family or your business finances do not have to be complicated when you have a Wealth Manager that you can trust. At Raymond James we take the time to get to know you and your specific circumstances, enabling us to plan and invest for your future.