INSTITUTIONAL CONSULTING
R6 offers institutional investment consulting for large organizations such as pension funds, endowments, foundations, and other institutional investors. R6 will work with you to understand your investment objectives, risk tolerance, and governance structure. For free-based advisory clients, we will provide advice on asset allocation, manager selection, portfolio construction, and ongoing monitoring of the portfolio. We schedule consistent performance evaluations and recommend changes to the portfolio as needed. Our goal at R6 is to help an institutional investor achieve their investment objectives and maximize returns while managing risk.
Disclosure: In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement. Any opinions are those of the Investment Manager(s) and their team and not necessarily those of Raymond James. Opinions are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security outside of a managed account. This should not be considered forward-looking and does not guarantee the future performance of any investment. There is no assurance that any investment strategy will be successful. It is important to review the investment objectives, risk tolerance, tax objectives, and liquidity needs before choosing an investment style or manager. Investing involves risk and you may incur a profit or loss