Back INVESTMENT SOLUTIONS Asset Management Services Fixed Income Research Areas Mutual Funds Closed-End Funds Unit Investment Trusts Convertible Securities Options Restricted Securities Wealth Management Advice, Products & Services Investment Solutions Asset Management Services Asset Management Services In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions. For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, Raymond James provides access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a constantly changing environment. Look to us for asset management services that are Customized to meet the needs of you and your family Fee-based so advisors have a vested interest in their clients’ success Strategic to reflect the dynamic nature of the market – and your life What Else You Should Know About Fee-Based Accounts? About Us Careers Investor Relations News & Media Contact Us Legal Disclosures Privacy, Security & Account Protection Terms of Use Equal Opportunity Employer © 2021 Raymond James Financial, Inc. All rights reserved. Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc. Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc. Raymond James & Associates, Inc. Statement of Financial Condition