Raymond James Investment Counsel

Our Vision: A History Rooted in Success

Raymond James Investment Counsel stands on a legacy of over 160 years, serving diverse clientele with comprehensive wealth management solutions. Founded on a foundation of independence and unbiased advice, we offer a multi-strategy platform empowering our experienced portfolio managers to deliver personalized investment solutions.

Why Choose Raymond James Investment Counsel?

Our commitment to our clients is unwavering. We prioritize:

• Independence: Free from product conflicts and compensation structures, we offer unbiased advice tailored to your unique needs.
• Expertise: Our team comprises seasoned portfolio managers with deep industry knowledge and proven track records.
• Global resources: As part of the Raymond James organization, we leverage extensive resources and technological solutions to deliver superior wealth management.

Meet Our Portfolio Managers

Our diverse team of portfolio managers boasts extensive experience and unwavering commitment to providing exceptional client experiences. Led by seasoned industry veterans, they leverage their expertise to tailor investment strategies and achieve your financial goals.

Our Services

We offer a comprehensive range of wealth management services, including:

Portfolio Management

• Custom portfolio construction and management
• Comprehensive risk assessment and analysis
• Ongoing performance review and optimization
• Regular communication and reporting

Investment Solutions

• Diversified portfolios tailored to your risk tolerance and financial goals
• Access to a wide range of investments, including mutual funds, ETFs, bonds, and more
• Customized alternatives to enhance portfolio performance

Beyond Financial Guidance

We believe wealth management is about more than just numbers. We are committed to:

• Independence: Ensuring freedom from conflicts of interest.
• Governance and oversight: Upholding the highest ethical standards.
• Community support: Actively engaging in initiatives that benefit our communities.

Partnering with You for Success

At Raymond James Investment Counsel, we believe in building strong client relationships. We prioritize open communication, transparency, and collaboration to work alongside you towards achieving your financial goals.