The goal of the Raymond James Partners program is to provide highly structured and multi-disciplined investment strategies. We have exclusively selected third-party investment managers to work with your portfolio, who have established reputations for integrity and performance.
This program puts you and your interests at the centre of a financial management team. Through our Partners Program, we strive to build long-standing relationships with our clients based on delivering trusted advice, quality service, and long-term portfolio growth.
How it Works
Analyzing your needs
Our Financial/Investment Advisors work with you to determine your investment goals and the kind of portfolio that will allow you to achieve them. Together you will complete a comprehensive questionnaire that will analyze your investment objectives, time horizon, and risk versus reward expectations.
Strategic asset selection
You and your Financial/Investment Advisor will determine the kind of asset allocation and portfolio mix that will best accommodate your risk tolerance and return expectations.
Personalized program delivery
When you are ready to start the program, we will develop a written personalized Statement of Investment Policy that will guide your portfolio and serve as a benchmark for your success. Investment managers will then be selected based on whose strategy is most closely aligned with your personal investment objectives.
Benefits of the Program
Personalized investment portfolio
Your portfolio is tailored to your specific needs.
Professional investment relationship
Access to professional investment managers adds to a strong team that you can count on.
Peace of mind
Know your portfolio is being monitored by the best investment managers in the business.
Quarterly reports keep you up-to-date on your portfolio's performance.
No commissions per trade
Your account management fee is based on the value of your assets under management.