Blueway Financial Partners of Raymond James

Investment Consulting

Through careful guidance and trust, we provide investment consulting for pensions, foundations, endowments, and reserves. We understand the responsibility that comes with managing money intended to serve a greater purpose. As a partner in this responsibility, we have a defined investment management process to help institutions diligently manage investments. Our deep bench of talent located in West Michigan, and throughout the nation will help to provide independent and objective advice, and institutional fiduciary services.

We assist with:

  • Investment Policy Statement Creation and Ongoing Review
  • Cash Flow Policy Statement
  • Asset Allocation Design
  • Investment Manager Due Diligence
  • Investment Selection, Monitoring and Reporting
  • Asset Allocation Studies to optimize risk/return outcomes
  • Relationship Service Plan
  • Investment Committee Training and Ongoing Education
  • Market Updates
  • Performance Measurement

* Photo by: Debbie Szymchack

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.

* Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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