Transition Management

The goal of transition management is to help our partner institutions manage the day-to-day details of transitioning their investment program to Raymond James. Because the area of operations - including account transfers - is so critical to the entire process, we assign a dedicated transition team to you from the beginning.

The transition team consists of a select group of skilled support professionals from each of the areas responsible for ensuring a successful transition: registrations, registered investment advisory services, technology services, compliance, marketing and operations.