We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $479 billion in client assets.

Since 1962, Raymond James advisors have been creating personalized financial plans. The founder Bob James was a pioneer of financial planning, bucking Wall Street’s product-first mentality in favor of a belief that financial professionals could do more than sell stocks – they could help build brighter futures. For more than 50 years, Bob’s ideas and ideals have helped Raymond James grow steadily, even through economic downturns, to become one of the most stable independent financial services firms in the country. And every Raymond James advisor draws on our strength and exercises complete freedom to make the decisions, select the products and build the relationships that are right for clients like you.


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