Sophisticated solutions for a complex world.
Through your Raymond James advisor, you have access to the world-class products and services needed to address even the most complex financial needs. And objective, unbiased advice means recommendations are always in your best interests.
Working with a Raymond James Advisor
Your advisor is there for you, your goals, your family and your future. So whatever you are planning for, he or she will be at your side every step of the way to help you navigate a path to the future you envision.
Your portfolio can benefit from our comprehensive suite of investment and insurance offerings including: equities, fixed income, mutual funds, fee-based and portfolio managed assets, estate planning, insurance products, and more.
Asset Management Services offers you personalized fee-based investment solutions.
Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs.
Providing you with ready access to vital information and ideas to help you make the most of all facets of your life.
In addition to a carefully constructed long-term financial plan, working with a Raymond James advisor will also give you ready access to vital information. Whether it's logging into our Client Account Online Access to track all of your Raymond James accounts in one secure place or reviewing important investment disclosures, you can get the information you need, when you need it, from virtually anywhere. And you can get started right here.
Market Commentary and Research
Publications from our research analysts team that contain market news and investment ideas of potential interest to clients.
Commentary & Research
To Infinity and Beyond
NASA’s most sophisticated rover, Perseverance, landed successfully on the Jezero Crater, Mars on February 18, 2021, following its seven-month cruise through space. Getting a spacecraft to the launch pad (during a pandemic, no less) and navigating through the harsh space environment are no easy feats, nor is a soft touchdown on Mars, since only ~40-50% of all Mars landing attempts have ever been successful.Read More about To Infinity and Beyond
Top Investment Themes
Thematic investing focuses on a top-down investment approach that identifies companies with exposure to a specific theme, be it macroeconomic, long-term structural trend or specific target market. This type of investing has become even more widespread with the propagation of theme-based exchange-traded funds (or ETFs). These funds have exposure to companies that benefit from either technological, demographic or environmental trends.Learn more about Top Investment Themes
Equity positioning for rising rates
Growing up, I was a thrill seeker and, to the extent possible, I would search for ways to get my adrenaline pumping. While I was too young to go skydiving, the simplest and cheapest way for me to get my “fix” was to ride the latest roller coaster at Canada’s Wonderland north of Toronto.Read More about Equity positioning for rising rates
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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.