Discover the Benefits of Professional Asset Management
Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers. The following information is provided to learn more about these managers and why we chose them to be a part of FFG.
The American Funds Model Portfolios provide access to mutual-fund investment portfolios constructed and monitored by American Funds, whose low-cost mutual funds have been popular among investors and advisors for years. The series, available on the AMS fee-based platform, includes five portfolios across a range of objectives, from conservative to growth.
Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.
The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital protection to asset growth.
Unique challenges require unique support. We’re here to provide objective advice for all aspects of institutional consulting – from strategy development and investment research to reporting and periodic reviews. We understand the importance of our clients meeting their investment stewardship obligations. No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization.
Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.