RJ Institute of Investment Management Consulting

Posted at 3:08 pm on 07/30/2014
Beginning Monday August 4th I will be out of the office attending a three-day certification program, the RJ Institute of Investment Management Consulting (IIMC), Level 1 program. I was selected to become a member of this RJ Institute, which offers educational programs, ongoing communications forums and networking with other advisors, after demonstrating a commitment to a consulting approach in managing client assets. 

This program afford me the opportunity to learn about sophisticated investment management consulting topics, such as asset allocation, manager selection and portfolio construction, and the support I receive from the RJ investment and manger research teams. I look forward to sharing this information with you when I return to the office.

I will return to the office on Thursday August 7th at 9:00 am.  If you need me prior to my return I will be checking my office voice mail (352-237-0190) and I will be receiving my e-mails. If you need service on your account you can call the Raymond James Client service line at 1-800-647-7378 where they can take care of check requests, stock trades, etc..

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