Products & Services

Sports Advisory Services draws upon the entire depth of resources of the Raymond James Financial Services, Raymond James Ltd and Raymond James Bank. Sports Advisory Services provides the following services to our clients that establish residency in Canada, the United States, or Europe.

Financial Planning including:

  • Annual net worth statements
  • Annual cash flow analysis
  • Annual customized financial plans
  • All inclusive quarterly reports
  • Investment Portfolio Management
  • NHLPA Pension Advisement
  • Private Client banking through Raymond James Bank
  • Automated payroll deposit and bill payment
  • Life and Disability Insurance Services
  • Referral and coordination of tax filing and tax planning
  • Referral and coordination of legal counsel for Wills, Power of Attorney and Health Care directives
  • Referral and coordination of legal counsel for prenuptial and co-habitation agreements
  • Private Business consulting, complete with cross border tax planning and legal advice

It's In The Mix

We believe that wealth is created and nurtured by combining the appropriate mix of multiple assets, including fixed income investments, blue chip equities, commodities, private equity and real estate.

For years, university endowment funds from Harvard, Yale and Stanford have been leaders in multiple asset class investing. The objective of multiple asset class investing is to seek long term capital appreciation while also reducing the volatility inherent in traditional portfolios invested in stocks and bonds. The diversity of asset classes and the addition of non-traditional asset classes will reduce the risk and volatility of our portfolios. This theory, which was developed by Nobel prize winner Professor Harry Markowitz, shows how risk adjusted returns of a portfolio can be improved by diversification across several asset classes which have little correlation with each other. More specifically we expect our financial plans and portfolios to generate acceptable conservative returns with a much lower level of volatility for our clients.

To ensure each client is given the attention they deserve it is our policy to create a personalized asset mix for you. Each client's portfolio is then custom built for them working together with the Raymond James Private Client division.