Portfolio Managers

Relationships Founded on Trust and a Disciplined Approach

Relationships Founded on Trust and a Disciplined Approach

Raymond James Investment Counsel’s multi-strategy investment platform brings together a collection of some of the finest investment professionals in the industry. As fiduciaries of clients’ wealth, our Portfolio Managers have dedicated significant time and education to achieving a higher professional standard and have earned clients’ trust by helping them successfully navigate countless market cycles.

Portfolio Managers who join our firm have years of experience and have built relationships with their clients that often span multiple generations. They understand that trust must be earned. A disciplined approach guided by an Investment Policy Statement outlining investment objectives, asset allocation, risk tolerance, and liquidity requirements helps to set the stage for a successful relationship.

 

Castellum Capital Group

The team at Castellum Capital Group brings more than 100 combined years of experience in discretionary portfolio management focused on serving both private clients and institutional type investors. The success of their clients is founded on independent decision making and a conservative, long-term, disciplined approach to wealth management.

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Ian Osler, CFA

Portfolio Manager   

Ian’s background in financial services began as an institutional equity analyst in 1980. Since that time, he has become a licensed Portfolio Manager with a practice focused on helping high net worth clients manage their wealth through a rigorous value based investment strategy.

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Joel Raby, CFA

Investment Counsel

 

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