Company Information

Get to know Portfolio Management Team

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.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Portfolio Management Team

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.