Let us introduce you to a simpler way to approach thoughtful investing. Our professional financial advisors have access to several portfolios through Advisory Accounts. Advisory Accounts are diversified investment portfolios that have been constructed by a team of dedicated specialists at Raymond James.
This group researches a number of viable portfolio options and investment vehicles. They then construct an appropriate portfolio based upon the risk tolerance and investment goals you’ve shared with your financial advisor. This institutional-grade portfolio can include dozens of carefully examined portfolio options and multiple investment vehicles. These include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs) or combinations of investment choices.
Whether your objective is asset accumulation, retirement planning or anything in between, we can show you a number of options that are designed to help you reach your financial goals.
With advisory services, our financial advisors get paid a percentage of the client’s account assets rather than commissions on individual trades. As a result, they have a vested interest in the performance of your investments.