Advisory Services

Steward Partners Global Advisory professionals offer a wide array of advisory services which can be customized to fit your unique situation or family plan. Our advisors have numerous options available to you through Raymond James Financial Services. Our advisory solutions help our financial advisors and their clients succeed beyond financial planning.

ASSET MANAGEMENT SERVICES

In today’s complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions.

The Team at Steward Partners Global Advisory has access to a world class platform through Raymond James Financial Services, the entrepreneurial ability to explore outside alliances and the ability to deliver on a variety of custom features and benefits not being delivered by our competitors.

Look to us for asset management services that are;

Customized to meet the needs of you and your family
Fee-based so advisors have a vested interest in their clients’ success
Strategic to reflect the dynamic nature of the market and your life
For further product information please follow the links below.

Steward Partners Global Advisory professionals, through Raymond James, offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services – Personal asset management of individual portfolios by professional managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management – Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

Eagle Boston Investment Management – Eagle Boston Investment Management specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Mutual Fund, ETF and Unified Managed Account Wrap Programs – The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you, from capital protection to asset growth.

Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.

Fee-Based Accounts

In an asset-based fee relationship, you pay a fee (charged quarterly) for the advice and services provided by your wealth manager as a part of the advisory relationship. This fee is based on the level of assets in your account, independent of the level of trading activity. By deciding to pay a fee based on services provided rather than transactions, you should understand that the fee may be higher than the cost of a commission alternative during periods of lower trading activity.

Additional Considerations

You should consider these factors when deciding whether a fee-based account is right for you: i) your past and anticipated investment activity, ii) past and anticipated use of the products and services available in the account, iii) the value and type of eligible assets, iv) the costs and potential benefits of the service, v) investment objectives and goals, vi) additional financial and planning services provided by your wealth , vii) personal preferences concerning available payment alternatives.

You should also consider whether it would be better to pay separately for each trade executed and each product and service used. Since these factors may change, you should periodically re-evaluate whether the ongoing use of a particular asset-based fee program continues to be appropriate for your needs.

In order to offer a selection of asset managers designed to meet investors’ diverse needs, Raymond James employs one of the most highly regarded due diligence groups in the nation to review managers before their services are offered through Raymond James. This group closely scrutinizes the philosophies, investment selection processes, specific investment selections, performance, personnel and progress of more than 100 domestic and international asset managers, then provides comprehensive due diligence reports, which are updated at least annually and feature in-depth evaluations of the specific managers.