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Advisory Services

Providing flexibility to help meet your individual goals

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.

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Securities are offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Securities are not insured by bank insurance, are not deposits, obligations or guaranteed by the bank and are not insured by the FDIC or any other government agency and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Bremer Investment Services and Bremer Bank are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Bremer Investment Services, 8800 Hwy. 7, St. Louis Park, MN 55426 800-908-2265.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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