A complete list of active advisors currently associated with Research & Portfolio Management

Warmer can help you find a great advisor at Research & Portfolio Management or one who fits your needs even better.

Research & Portfolio Management advises individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, estates, and business entities, providing discretionary and non‑discretionary portfolio management and pension consulting. The firm reports managing approximately $160.8 million in client assets and generally charges asset‑based advisory fees for its portfolio management services. The firm tailors strategies to each client’s objectives and risk tolerance, employing fundamental, technical, and cyclical analysis and using both long‑ and short‑term trading, options, and occasional margin where suitable. It also implements separately managed account solutions through Raymond James Asset Management Services (RJ AMS) for some clients and provides ongoing monitoring and rebalancing of portfolios. A distinctive feature is that some associated persons hold life and health insurance licenses and may sell annuities and life insurance, receiving commission compensation separate from the firm’s advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm also offers ERISA plan consulting and participant education while acting as a non‑discretionary fiduciary for plans and relies on Raymond James custodial and billing arrangements that permit advisory fees to be deducted directly from client accounts.

To learn more about the advisors currently working at Research & Portfolio Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.