THE SEASONED GUIDANCE your company's retirement plan needs


A Difference You can appreciate

Who is managing the investments of your company sponsored retirement plan? Here’s why it should be us – and reasons why you should give serious consideration to securing the services of Corporate Advisors Group.

A reliable relationship between your trusted advisor, Raymond James, and other service providers

Liability protection
Full responsibility* accepted by Raymond James for the plan’s investment selection and monitoring through the 3(38) option

Both passive and active investment choices are offered across a variety of styles and asset classes

Thought leadership
Access to institutional investment managers and industry experts’ best ideas

Potential cost savings
The use of low-cost vehicles and institutional share classes for all investments

Fiduciary products and services that are typically available only to the largest institutional plans

Prudent process
A four-step investment process performed with a fiduciary level of prudent care

Participants can select from a menu of diversified investments

Time well saved
Increased productivity by utilizing Raymond James to conduct manager searches and due diligence, monitoring and replacing plan investments while you focus on what’s most important – your employees

*As set forth in, and subject to, applicable agreements.

Raymond James is not affiliated with and does not endorse the above companies.
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