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
Happy Holidays and Prosperous New Year
It will not be our typical holiday season, that is for sure! But as we gather around the warm glow of our screens and devices, connecting with loved ones, we have entered the beginning of the end. The rollout of the COVID-19 vaccine has begun, providing a light at the end of the tunnel and while the past eight months have been difficult, there are positive takeaways: Many technology trends have been pulled forward by three to five years, which will surely result in future productivity gains.Read More about Happy Holidays and Prosperous New Year
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
2020 - The Year That Was
In reflecting on the last 11 months, it is difficult to overlook the significant human costs of the pandemic. We think of those who paid the ultimate price with their lives; the impact that has had on their family and friends; those who continue to suffer from COVID-19 and lingering side effects; and the millions that have experienced economic hardship due to reduced or lost wages. Yet equity markets have looked past these challenges and are set to finish the year in the black.Read More about 2020 - The Year That Was
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At Raymond James, our financial/investment advisors have the freedom to offer unbiased advice that’s right for you.