If you value being kept involved in the investment process, understanding where you money is invested and why, then our advisory portfolio service may be right for you.
Our bespoke service is tailored to you and your investment needs, as we take time to understand your individual goals and objectives, your knowledge and experience of investments, and your financial situation, creating the investment plan that is right for you.
When a portfolio is created it’s just the start of a relationship of continuity and trust.
Portfolios are regularly reviewed throughout the course of the year in face to face meetings. This will keep them informed of conditions and our recommendations.
Through Raymond James Investor Access™ our secure online system means you can view your investment portfolio anytime and print reports that help you keep track of the progress towards your goals.