Investment Management
THOUGHTFULLY CONSTRUCTED
INVESTMENT PORTFOLIOS
As your dedicated financial guide, we work with you to carefully develop an investment strategy based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, 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.
Your Investing Style
- Choices that prioritize cash flow and investments designed to help generate income
- Appropriate for investors who may not have the flexibility to tolerate elevated levels of market volatility
- Designed to help maximize total return
- Appropriate for investors seeking greater growth potential over a longer time horizon
- Align your investment choices with your values
- Transparency into what you own and the impact of your investment
- Diversified portfolios
- Can be accessed with a lower minimum investment than other portfolio options