Partners Program
The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies. We have exclusively selected third-party investment managers to work with your portfolio, who have established reputations for integrity and performance.
This program puts you and your interests at the centre of a financial management team. Through our Partners Program, we strive to build long-standing relationships with our clients based on delivering trusted advice, quality service, and long-term portfolio growth.
How it Works
- Analyzing your needs
Our Financial Advisors work with you to determine your investment goals and the kind of portfolio that will allow you to achieve them. Together you will complete a comprehensive questionnaire that will analyze your investment objectives, time horizon, and risk versus reward expectations. - Strategic asset selection
You and your Financial Advisor will determine the kind of asset allocation and portfolio mix that will best accommodate your risk tolerance and return expectations. - Personalized program delivery
When you are ready to start the program, we will develop a written personalized Statement of Investment Policy that will guide your portfolio and serve as a benchmark for your success. Investment managers will then be selected based on whose strategy is most closely aligned with your personal investment objectives.
Benefits of the Program
- Personalized investment portfolio
Your portfolio is tailored to your specific needs. - Professional investment relationship
Access to professional investment managers adds to a strong team that you can count on. - Peace of mind
Know your portfolio is being monitored by the best investment managers in the business. - Timely analysis
Quarterly reports keep you up-to-date on your portfolio's performance. - No commissions per trade
Your account management fee is based on the value of your assets under management.