The Raymond James Difference

At Raymond James, we never count our success in terms of the number of financial institutions we serve, as our goal is not to be the largest brokerage provider serving the bank community. Rather, our mission is to be the finest investment firm serving the bank channel. Our objective, quite simply, is to establish relationships with financial institutions that wish to successfully compete with any investment services organization, including the well-known national wirehouses and large private banks.

Raymond James will provide your investment program capabilities found only at the largest, most respected firms on Wall Street.

• WIDE-RANGING HUMAN RESOURCES AND SUPPORT
  Raymond James employs over 3,400 associates at our home office, providing the broadest resources, the finest support and one of the best ratios of support staff to financial advisors in the industry.
• OPERATIONAL EFFICIENCIES
  Raymond James is self-clearing; it is a single, unified organization with fully integrated back office systems. As a result, we can respond to operational inquiries faster and more efficiently than those that outsource their transaction clearing.
• COMPREHENSIVE BUSINESS ANALYSIS
  Raymond James has the expertise and knowledge necessary to effectively analyze your institution’s investment program or assist with starting one from scratch. There are many critical decisions involved in this process – and we are uniquely qualified to help you address them.
• COMPLIANCE EXPERTISE
  Raymond James' proprietary online Supervisory Alert System automatically compares the securities in client portfolios to the accounts' investment objectives and risk tolerances, highlighting exceptions for immediate review.
• INDUSTRY-LEADING RESEARCH
  Raymond James invests over $40 million annually in research, which serves as an invaluable aid in guiding investors through the confusing maze of today's markets. We offer research on equities, open- and closed-end mutual funds, exchange-traded funds, municipal fixed income, asset managers, and alternative investments for high-net-worth clients. Click here to learn more.
• CUTTING-EDGE TECHNOLOGY
  Raymond James' IT department – staffed by more than 800 associates and funded with a $100 million budget annually – provides financial advisors access to real-time account and market information, marketing support, and educational materials. Click here to learn more.
• INSTITUTIONAL SERVICES
  Raymond James has the means to help businesses raise capital in the public markets and provide consultation regarding mergers and acquisitions. We can also deliver comprehensive underwriting and financial advisory services to state and local governments, agencies, and authorities throughout the United States.