Investment Solutions

Our goal is to offer investment solutions and services designed to help you meet your personal financial goals. Our comprehensive suite of investment solutions includes investment strategy, equities, fixed income, foreign exchange, investment products, and separately managed accounts, all to benefit your portfolio.

Investment Strategy

Access to our comprehensive investment strategy resources can greatly enhance your wealth management experience. With insights from industry-leading experts worldwide, we provide timely market commentary that helps your financial advisor make well-informed investment decisions. Our tailored strategies are designed to align with your unique financial goals and risk tolerance, ensuring a personalized approach to your investments. Supported by thorough research, we identify opportunities and mitigate risks, giving you a solid foundation for your investment plans. Continuous updates keep you ahead of market trends and adaptable to changes, providing confidence and peace of mind throughout your financial journey.

Equities

Equities have long been a cornerstone of successful investment strategies, particularly for those seeking long-term growth. Our dedicated financial advisors are here to help you select high-quality stocks that align with your financial goals. Our comprehensive equity services include access to new issue opportunities through our Equity Capital Markets group, innovative portfolio idea generation tools, equity-guided portfolios, and high-conviction stock recommendations through our Portfolio Advisory group, and intraday and after-hours trading support from our Equity Trading group. Our full-service equities services will allow you to navigate the equity market confidently and achieve your financial aspirations.

Fixed Income

Incorporating fixed income investments into your portfolio is essential for capital preservation, steady income, diversification, predictable returns, and inflation protection, ensuring a balanced and resilient investment strategy. Our team of fixed income professionals collaborates with your financial advisor to offer you the best fixed income investments at competitive prices. With a variety of options including government, corporate, and convertible bonds, as well as preferred shares, you and your financial advisor can select the issues that best suit your goals. The Fixed Income Trading group provides valuable insights and execution services, offering product information, pricing, and idea generation to help you make informed decisions.

Foreign Exchange

Incorporating foreign exchange (FX) into your investment strategy is crucial for diversification, accessing global opportunities, managing currency risk, hedging against potential losses, and enhancing returns through favourable exchange rate movements, ultimately leading to a more balanced and potentially profitable portfolio. Our Foreign Exchange Trading group is available for FX education, guidance, and transaction support, ensuring you receive the best rates for your currency needs.

Investment Products

Including investment products such as mutual funds, exchange-traded funds (ETFs), alternative investments, and structured notes in your portfolio offers significant benefits and can help you achieve a well-rounded, resilient, and globally diversified investment portfolio. At Raymond James we do not offer any proprietary products, which means that our advisors can give unbiased recommendations, ensuring your investment choices are in your best interest. This flexibility allows for more tailored and diversified portfolios that better meet your financial goals, promotes transparency and honesty without the pressure to sell in-house products, and ultimately fosters a stronger, more trusting advisor-client relationship focused solely on your needs. The Investment Products team collaborates with our financial advisors to provide continuous education, product support, model portfolios, and market intelligence, while identifying and recommending innovative investment solutions that meet client-specific needs and objectives.

Separately Managed Accounts

A separately managed account can offer a personalized, professional investment management solution by providing access to institutional-quality managers. It caters to a diverse group of investors, including business owners, investment professionals, estate beneficiaries, and retirees, by providing tailored investment strategies that align with their specific needs, risk tolerance, and financial objectives. This program at Raymond James allows advisors the flexibility to choose the best investment managers and asset allocation for their clients, ensuring a sophisticated approach to growing and protecting their investment assets.