Investment Management Services
The advisors at Raymond James work with you to understand your investment objectives, risk tolerance, tax situation, and liquidity requirements. The team of investment professionals actively manage your portfolio according to your specific guidelines. Choose from a range of mutual funds, high-quality common stocks, and bonds. The advisors prepare a variety of portfolios:
- Taxable Accounts
- Tax-advantaged Accounts
- Asset Allocation Models
- Individual Stock and Bond Portfolios
Institutional Investment Services
The advisors help businesses, foundations, endowments, private/public trust companies, and nonprofit organizations with many institutional investment services:
- Investment Advisory Services
- Custody Services
- Escrow Services
Individual Retirement Accounts
Saving for retirement doesn’t have to be hard. IRAs can help allow your savings to accumulate faster by deferring tax payments or even achieving tax-advantaged growth. Whether you direct your IRA investments or have them managed, the advisors at Raymond James can offer many options:
- Traditional IRAs
- Roth IRAs
- Custodial IRAs
- Simple IRAs
- Simplified Employee Plans (SEPs)
- Coverdell Education IRAs
IRA Funding Opportunities
- Mutual Funds
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Bank & Trust. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Bank & Trust and First Bank & Trust Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
110 N Minnesota Ave, Suite 100, Sioux Falls, SD 57104
101 Second St. NW, Pipestone, MN 56164