Founded in 1993, Portfolio Management Team (PMT) operates as a specialized division within Raymond James Financial. The team serves as an outsourced investment solution for financial advisors, offering services that include investment analysis, customized portfolio construction, and ongoing discretionary management. PMT's mission is to allow financial advisors to delegate investment management responsibilities, enabling them to focus more on client relationships and financial planning while leveraging the institutional resources and expertise of Raymond James.

Founded in

United States