Raymond James Investment Counsel Ltd. is a multi-strategy investment platform providing access to the expertise of very knowledgeable and experienced Portfolio Managers. Our priority and expertise is providing discretionary investment management, custom tailored solutions, and exceptional services to high net worth and institutional type investors, corporate clients, pension funds, and foundations.
Our powerful platform provides a comprehensive suite of investment managers and strategies that can be custom tailored to meet each investor’s unique needs. Our parent company’s focus on independence allows our Portfolio Managers to provide access to virtually any investment solution or asset class free of conflict. We even structure investment solutions to meet specialty mandates that range from Sustainable and Responsible Investing to alternative asset classes and hedging strategies.
An Investment Policy Statement detailing the types of investments, asset allocation, time horizon, and risk profile amongst other approved criteria ensures that we understand each client’s unique needs and priorities. This policy also helps set the stage to manage expectations and build a trusting relationship.