Alex.Brown is the boutique investment arm of Raymond James. Our Institutional Consulting practice started in 1987 giving our organization an abundance of experience as we strive to operate in a best practices approach. Each organization is different and we take a bottoms up approach to tailor our services to the needs of the institution.
Who We Serve:
Foundations & Endowments: We serve as a co-fiduciary with the Investment Committee and Board to uphold stewardship responsibilities by providing investment guidance based on your mission and to prudently help construct and manage the investment process. Through the use of asset allocation and cash flow modeling we develop portfolios which mirror the risk/reward profile of the organization and help achieve program goals. We may combine separate account managers with unique characteristics along with passive instruments and possibly alternative assets which in combination work to provide preservation of assets with a targeted risk approach.
Public & Private Companies: As a wholly owned subsidiary of Raymond James, we have access to the full range of capital market solutions that may range from cash management to public offerings. Raymond James is a leader in the development of growth oriented companies with research coverage of over 1000 companies in a diversified mix of industries. We are a part of the comprehensive service team that fulfills the needs of public and private companies.
Retirement Plans: One of the most important benefits in an organization is their retirement plan. We have experience in helping put together a competitive offering that fits the organization’s budget and fulfills the governance guidelines. Our consulting group has experience helping to administer defined benefit, 401k, 403b and 457 plans. We are also familiar with plan sponsor requirements to operate within the new DOL guidelines.
Non-Profits: We work to create a custom blended cash management and investment program that allows the organization to concentrate on attaining mission oriented goals. Our team can work on selected projects, assist in managing a portfolio or work on an outsourced basis managing a portfolio on a discretionary basis. Most organizations view us as a fiduciary partner providing investment guidance and solutions while the employees and volunteers spend their time on organizational matters.
Governmental Entities: Governmental entities operate in a unique regulatory environment that require constant monitoring. Investment programs and cash management solutions may not have the flexibility to use all available investment categories, but the need for leadership and insight is equally important. We may work with the Chief Finance Officer to help develop and administer an investment program, work on a project basis or in conjunction with other institutional consulting providers.
