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Pinnacle Wealth Management of Raymond James

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Pinnacle Wealth Management of Raymond James

Overview:

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services – Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management – Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

Eagle Boston Investment Management – Eagle Boston Investment Management specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Freedom Account – The Raymond James Freedom Account makes choosing your portfolio strategy easy. Our comprehensive, four-step process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital protection to asset growth.

Institutional Consulting Services – Unique challenges require unique support. We’re here to provide objective advice for all aspects of institutional consulting – from strategy development and investment research to reporting and periodic reviews. We understand the importance of our clients meeting their investment stewardship obligations. No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization.

Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.
Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

   Asset Allocation
   Asset allocation versus diversification - what's the difference?
   Asset Management
   Discover the benefits of professional asset management.
   Estate Planning
   Trust services for the preservation of assets and the fulfillment of wishes.
   Financial Planning
   Your financial future is important. Don't trust it to just anyone.
   Retirement Planning
   In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
   Stocks
   How do stocks fit into my financial plan?
   College Planning
   What will it take to deliver the dream?
   Bonds
   Are bonds right for you?
   401(k)
   What to expect from your 401(k) advisor.
   Insurance and Annuities
   Preparing for the unexpected may start with quality insurance alternatives.
   Stock Options
   Strengthen your portfolio without stretching your finances.
   Freedom Account
   Managed accounts with the flexibility to meet your investment goals.
   Investment Banking
   Serving the capital and advisory needs of today's middle-market companies.
   Tax Planning
   Prepare for taxes all year round with this handy reference guide.
   Charitable Giving
   Foundations, Endowment funds, Trusts, etc

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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