Institutional Consulting



Your Steward Partner’s wealth manager can lead your organization through the institutional investment process in conjunction with the resources of the Raymond James Institutional Consulting Services team. Below is more information on the Raymond James Institutional Consulting Services team.


A team of investment professionals who assist in the management of investment processes and the implementation of appropriate investment strategies customized for your organization.
Our disciplined process adheres to well-established fiduciary standards and is backed by our philosophy of conservative management.
  • Nonprofits
  • Foundations
  • Endowments
  • Corporations
  • Family offices
  • Insurance companies

Offered by our veteran Institutional Consulting team, our services include:
Investment policy review and development

  • Asset allocation guidance
  • Investment search and selection assistance
  • Investment search and selection assistance
  • Performance reporting
  • Research and due diligence
  • Services and education for fiduciaries

Following a clearly defined, disciplined process, Raymond James Institutional Consulting Services (ICS) provides for all aspects of investment consulting, including:

  • Investment Policy Review and Development
  • Asset Allocation Guidance
  • Investment Search and Selection Assistance
  • Performance Reporting
  • Research and Due Diligence
  • Services and Education for Fiduciaries

Once the investment process is established and investments are implemented, our work and communications continue. Each investment solution we help our clients select within the Raymond James Consulting Services and Freedom programs receives our ongoing analysis and review, as detailed in the graphic below. In some cases we may also assist you in the development of an alternate monitoring process for other investments within your portfolio.

ICS provides services for institutional clients ranging from nonprofits, foundations and endowments to corporations, insurance companies and family offices


Raymond James Investment Banking serves the capital and strategic advisory needs of today’s emerging growth companies. This is accomplished by employing the deep industry knowledge and transactions expertise of our more than 240 Investment Banking professionals organized by industry specialty located in 14 offices throughout the United States. Since 2009, we have participated in raising $500 billion in capital for our corporate clients. During this same time, we completed more than 400 advisory assignments, including over 350 M&A buy-side or sell-side advisory assignments. 


Raymond James Public Finance provides comprehensive municipal bond underwriting and financial advisory services to state and local governments, agencies and authorities throughout the US. Our veteran bankers offer experience and expertise in a wide range of sectors including:

  • Health Care
  • General Government
  • Housing
  • Insurance Advisory
  • Transportation
  • Higher Education & Non-Profit Organizations
  • K-12 School Districts
  • Military Housing
  • Utilities

The Raymond James Public Finance team:

  • Consists of more than 180 professionals in 24 locations nationwide
  • Is a consistent top 10 underwriter of senior managed deals nationally
  • Has the largest underwriting desk in the Southeast
  • Completed more senior led and co-managed issues in 2014 than any other firm in the nation