Cassandra Financial Group through Raymond James offers full-service with
multi-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.
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 with preservation 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.