A Raymond James Freedom Account is a segregated portfolio of carefully selected and diversified mutual funds and exchange traded funds (ETFs) that benchmark and track market indices in Canada and around the world. It's an approach to investing that is personal, professional, and global all in one.
Your portfolio is based on your personal investment goals. A Freedom Account is an ideal way for an investor to benefit from the added skill and expertise of professional investment management.
With a Freedom Account, your portfolio is carefully managed and monitored by an independent, third-party investment consultant and the Raymond James Investment Management Committee. Together they review your Freedom Account and report regularly on your portfolio's performance and holdings.