Institution

Institution

Custom Employer Solutions

We seek to partner with you, acting as an extension of your organization, providing expertise and a repeatable process to meet your organization's financial goals and objectives. We know that each organization's needs are unique, so we build custom solutions to provide you with tangible benefits. We offer retirement plan consulting for defined contributions plans, as well as investment consulting for defined benefit plans, foundations, endowments, and corporate cash accounts. We pair our custom approach with strategic advice to build strategies for each of the industries we serve:

corporate icon  Corporate
Longevity icon  Healthcare
higher ed icon  Higher Education
nonprofit icon  Non-Profit
municipal icon  Municipal

Member

The Retirement Plan & Institutional Advisory Council is a group of financial advisors who establish and uphold a standard of care for serving institutional clients with their retirement, endowment and foundation plans. . Raymond James has a dedicated group of advisors nationwide who have made investment consulting with clients their primary focus, which accounts for less than 1% of all Raymond James advisors. We continually develop and adhere to best practices for the qualified plan, endowment and foundation industry that our advisors and their clients can rely on.

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

* Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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