Investment Management

Let Us Tailor Your Portfolio

Whether you’re looking to invest for the near future or long-term, we can help you choose and manage a variety of investment options. If you have questions about our investment services, our wealth management team is here to assist you.

Investment Management Services

We work with you to understand your investment objectives, risk tolerance, tax situation, and liquidity requirements. Our investment professionals actively manage your portfolio according to your specific guidelines. Choose from a range of mutual funds, high-quality common stocks, bonds, and insured bank products. We prepare a variety of portfolios:

  • Taxable Accounts
  • Tax-advantaged Accounts
  • Asset Allocation Models
  • Individual Stock and Bond Portfolios

Institutional Investment Services

We help foundations, endowments, private/public trust companies, and nonprofit organizations with a number of institutional investment services:

  • Investment Advisory Services
  • Custody Services
  • Escrow Services

Individual Retirement Accounts

Saving for retirement doesn’t have to be hard. IRAs allow your savings to accumulate faster by deferring tax payments or even achieving tax-free growth. Whether you direct your IRA investments or have us manage them, we offer many options:

  • Traditional IRAs
  • Roth IRAs
  • Custodial IRAs (Bank CDs)
  • Simple IRAs
  • Simplified Employee Plans (SEPs)
  • Coverdell Education IRAs

Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested.

FINRA's BrokerCheck

Investment management accounts that include non-bank products are not FDIC insured, are not deposits or obligations of, nor guaranteed by, the financial institution or any government agency and may be subject to investment risks, including possible loss of the principal invested.

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.

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 PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James Privacy Policy