Relationships founded on trust. and a disciplined approach.
Raymond James Investment Counsel’s multi-strategy investment platform brings together a collection of some of the finest investment professionals in the industry. As fiduciaries of clients’ wealth, our portfolio managers have dedicated significant time and education to achieving a higher professional standard and have earned clients’ trust by helping them successfully navigate countless market cycles.
Portfolio managers who join our firm have years of experience and have built relationships with their clients that often span multiple generations. They understand that trust must be earned. A disciplined approach guided by an Investment Policy Statement outlining investment objectives, asset allocation, risk tolerance and liquidity requirements helps to set the stage for a successful relationship.