Thoughtfully constructed investment portfolios
As your dedicated financial guide, we work with you to select an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. The Raymond James Freedom portfolios employ a systematic process to manage risk and return – all backed by sophisticated research and due diligence. Working closely with us, an investment approach similar to that used by the most sophisticated institutions is now within your reach.
A simpler way to approach a complex universe of choices
The diversified portfolios available through Raymond James are suited to a wide range of objectives and offer the confidence of knowing your investments will be monitored on an ongoing basis, with regular rebalancing.
A disciplined, knowledgeable team
The Raymond James Asset Management Services team offers you the advantage of dedicated, professional researchers to develop strategies with a broad range of objectives. Our expansive research team brings hundreds of years of combined industry experience – which we put to work for clients like you.
Your Investing Style
Further information on the funds comprising each available Freedom strategy is available in the each fund's prospectus, which can be obtained through my office. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds in the Freedom strategy before investing. The respective prospectus contains this and other information about each fund and should be read carefully before investing.
In a Freedom Program advisory account, clients pay an annual asset-based wrap fee, assessed quarterly. The wrap program fee includes advisory services provided by both Asset Management Services and your financial advisor, brokerage services and custody in a single wrap fee. In deciding to pay an asset-based advisory fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of an advisory account subject to an ongoing asset-based fee. Clients should periodically re-evaluate whether the use of an advisory account subject to an asset-based fee continues to be appropriate in servicing their needs. Additional considerations, conflicts and risks, as well as the program fee schedule, is available in the firm’s Form ADV Wrap Program Brochure, available at https://www.raymondjames.com/legal-disclosures. Investing involves risk and you may incur a profit or loss. This is not a securities offering. There is no assurance that any investment strategy will be successful. The Freedom Program is one of many advisory account program offerings. Asset allocation and diversification does not ensure a profit or protect against a loss.
