• Fixed Income Capital Markets | RIA Partnership Group

    Fixed income portfolio solutions for RIAs

    The Raymond James RIA Partnership Group provides comprehensive fixed income portfolio solutions to help your high-net-worth clients meet their unique goals and tax requirements. Our fixed income professionals are ready to serve as your go-to source for customized fixed income portfolios, real-time monitoring, trading ideas, market commentary and credit due diligence. By working with the Raymond James RIA Partnership Group, you can secure bonds directly from the source, removing the costly middleman while still receiving customized solutions and market expertise to monitor your clients’ portfolios after implementation.

    Investment Products

    Municipal Bonds
    • Ranked eighth in national underwriting1 by par amount and third by number
      of transactions senior-managed in 2018
    • 1,368 senior?led and co?managed issues in 20182, third-highest number
      of completed transactions in the nation
    • More than 170 public finance professionals in 31 locations nationwide
    • 18 municipal underwriters
    Taxable Fixed Income
    • U.S. Treasuries
    • Agencies
    • FDIC?Insured Brokered CDs3
    • Corporate Bonds
    • Mortgage Backed Securities
    • Taxable Municipal Bonds
    • Preferred Securities

    Services

    • Customized fixed income portfolios
    • Credit surveillance
    • Portfolio monitoring
    • Trading ideas
    • Access to new issue syndicate
    • White?labeled client presentations
    • Market commentary and strategy publications

    1 Source: Bloomberg. Rankings based on number of deals Par Amount
    2 Source: Securities Data Company
    3 Certificates of Deposit are insured by the Federal Deposit Insurance Company (FDIC) up to $250,000 per depositor, for each account ownership category. Additional information can be found at fdic.gov or by calling 877.ASK.FDIC (877.275.3342).

    Want additional information?

    Request a sample portfolio

    Team

    Tim Sackmaster Bio Image
    Tim Sackmaster, CFA
    Vice President, Fixed Income RIA Partnership Group
       
    Read Bio
    Nick Goetze Bio Image
    Nick Goetze
    Managing Director, Fixed Income Solutions
     
    Read Bio
    天堂va欧美ⅴa亚洲va