Raymond James® Investment Services

Our Values

Our success is based on the strength of growing and developing client relationships. These relationships are built on core values of trust and integrity. Upholding these values lets us grow stronger as a team and brings us closer to our clients.

Putting Clients first

Putting clients first in all that we do is at the heart of our branch life.  We believe in looking after clients’ money as if it was our own. Striving to do this with open dialogue in building trust through relationships that span decades rather than years.

Our clients tell us that working with us is surprisingly straightforward and our approach to client relationships is different and refreshing.  Our clients feel they can trust us, which is backed by the fact we have retained 100% of our clients over the last 10 years.


An adaptable and approachable team

We advocate collaboration and teamwork and have an open, approachable style.

Having autonomy as an office allows us to be active and adaptive and with this comes the flexibility to be innovative and timely with client portfolios. We benefit immensely from working closely with colleagues and personnel who are part of Raymond James and its subsidiaries. We are continually inspired by the Raymond James culture, which puts clients and the brand first.


Investing in solutions

Making decisions is a key element in delivering performance to our portfolios.  We have built up a wealth of experience and expertise dealing with capital markets spanning over 20 years.  Working closely with clients to understand their aims and aspirations is crucial in maintaining long lasting relationships.  We believe clients are looking for consistent excess returns with downside protection and we aim to achieve this by executing an active disciplined approach that addresses both risk and return.


Thinking ahead

The clients that come to us value our unique investment process and the clarity of our investment decisions. We have the passion and freedom to think for ourselves and to be creative in a world of financial uncertainties. Being intuitive and resilient means we are able to create investment themes that provide diversification through markets, currencies, geographies and traditional asset classes.  Allowing us to deliver a more robust process, one that’s able to withstand shocks and grow stronger.