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Consistent Communication

Your team will meet with you periodically to review your investments and to answer any questions you might have. And as your needs and goals change, we'll work with you to make sure that your investments continue to meet your objectives.

Our clients are kept abreast of their investments through accurate, easy-to-understand order confirmations and monthly statements. Our reports were among the first in the industry to provide clients with full disclosure of the risks, rewards and costs of every transaction. In addition, clients holding multiple accounts at Raymond James can take advantage of Statement Linking, a service that makes it easy for you to review the status of your entire portfolio.

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