Our Services

At Raymond James, Water Street we take a personal approach to Investment Management with bespoke tailored portfolios

Investment Management

Building a robust and well diversified portfolio personal to your long-term investment is the platform to achieving your long-term goals.

We promise to focus on you and to put your interests at the forefront of what we do.

We always listen and ensure we understand your long-term aims and aspirations. We aim to work with you in a way that suits you and your requirements to help you achieve your long-term investment objectives.

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Dedicated Investment Manager

All our clients benefit from having their own dedicated investment manager, who is available meet and discuss your long-term investment objectives when you need us. We do not limit the number of meetings we have with clients; we understand that you are all different.

We send quarterly reports and use technology to enable you to keep track of your portfolio through our online portal.

We promise to focus on you and to put your interests at the forefront of everything we do.

We’ll listen and ensure we fully understand your long-term aims and aspirations. Together we will achieve your investment objectives.