- Wealth Management
- What Are You Planning For?
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Advice, Products & Services
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Working with a Raymond James Advisor
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Investment Solutions
- Asset Management Services
- Fixed Income
- Research Areas
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Mutual Funds
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Closed-End Funds
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Unit Investment Trusts
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Convertible Securities
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Options
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Restricted Securities
- Financial & Retirement Planning
- Estate, Charitable Giving & Trust Services
- Banking & Lending Services
- Insurance Solutions
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Institutional Services
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Private Wealth Services
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Working with a Raymond James Advisor
- Why a Raymond James Advisor
Freedom Hybrid
Freedom Hybrid portfolios combine carefully examined mutual funds and exchange-traded funds (ETFs) with the objective of providing a more cost-effective approach to accessing active portfolio management. The addition of ETFs allows for fewer positions within each portfolio and greater tax efficiency. These portfolios are available in seven core investment approaches, ranging from Conservative to Aggressive.