How It Works

Challenges for Affluent Clients
You and your family face a number of challenges, and you're looking for sound investment advice from advisors you feel you can trust. Rather than prepackaged products, you need access to quality investment solutions founded on your unique situation. And you need help in developing a coordinated financial plan that seeks to address your total wealth picture and changing needs over time.

As one of the largest providers of multimanager services in the United States, we can easily and quickly identify potential managers for you in optimized combinations. With our manager-of-managers approach, you achieve asset allocation and diversification, which can potentially reduce investment risk and increase the probability of meeting your long-term financial objectives.*

We work with your team of trusted professionals, such as attorneys, accountants and other financial advisors, to become part of a larger collaborative effort to address your investment, trust, custody, estate and tax planning concerns – ultimately seeking to provide a more panoramic perspective for your financial situation.

*Asset allocation and diversification do not ensure a profit or protect against a loss.


A Distinguished Approach
Your financial goals are at the center of our approach to wealth management. A unified program to manage your financial situation comes from a focus on your needs, initiated by:


Because you want to preserve and enhance your wealth now and in the future, communication is the key to our relationship. Detailed quarterly reports chart your investment performance against your objectives.

This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states 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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