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
  Healthcare
  Higher education
  Nonprofit
  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.