Best-Of-Breed Asset Managers
IAM is an independent firm with professionals that affiliate with Raymond James Financial Services, Inc. This relationship provides a platform for managing investments and tapping the resources of a large, respected financial organization that can be leveraged as needed.
Through Raymond James, we have access to a broad range of investment instruments, and are not bound to any particular limited portfolio of in-house investment products. Unlike most firms that rely on one advisor who manages a large portfolio of mixed investments, IAM has the independence and expertise to identify and work with quality investment managers.
This expertise, coupled with a myriad number of investment products, can help produce the income required to assist your organization in reaching annual and future fund disbursement goals.
The Integrity Asset Management team approach to managing the assets of non-profits using long-term investment strategies also allows us to maintain close professional relationships with our clients.