Fixed Income

Through Raymond James, you’ll have access to a wide variety of fixed income products, including brokered CDs, corporate and government bonds, mortgage-backed securities and CMOs, preferred securities, and unit investment trusts (taxable fixed income and equity-related, tax-free fixed income).

Fixed Income Portfolio Analysis

To promote a more proactive and professional approach to fixed income investing, Raymond James provides our financial advisors with investment tools, such as Fixed Income Portfolio Analysis (FIPA), to assist in the decision-making process. Utilizing our comprehensive FIPA reports, Raymond James financial advisors can:

• Monitor portfolios’ progress towards investors’ goals,
• Assess portfolios’ profiles,
• Analyze position details including cost basis, market value and unrealized gain/loss information,
• Provide maturity and cash flow schedules, and
• Determine risk exposure, including interest rate risk and duration, credit risk and reinvestment risk.

View report (PDF)

Home | Contact | Site Map

© 2010 Raymond James & Associates, Inc. Member NYSE/SIPC All rights reserved.