Professional Partnership

Professional Partnership

If you are a financial planning practice looking to offer a discretionary investment management service, or a professional practice looking to offer a wealth management solution, you’ll enjoy the benefits of developing your own in-house investment service as a Professional Partner with Raymond James.

Our solution allows you to establish a Raymond James Independent Contracting branch within the premises of your professional services practice, allowing you to extend the range of services you offer to your clients. We establish a tripartite service agreement between Raymond James, the wealth managers and your firm that ensures you remain close to your clients and continue to build value in your business.

 

Downloadable Documents

Investment Management Platform

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