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Recorded March 31, 2020. The foregoing content reflects the opinions of Raymond James Asset Management Services and is subject to change at any time without notice. Content provided herein is for informational purposes only. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance is no guarantee of future results. Investing is subject to risk, including loss.
It is important to review the investment objectives, risk tolerance, tax objectives, time horizon, and liquidity needs before choosing an investment style or manager. All investments carry a certain degree of risk and no one particular investment style or manager is suitable for all types of investors. Asset allocation and diversification does not ensure a profit or protect against a loss. This should not be considered forward looking, and are not guarantees of future performance of any investment. There is no assurance that any investment strategy will be successful.
Freedom Portfolios may contain Exchange Traded Funds (ETF), Mutual Funds, and Separately Managed Accounts. Mutual funds are sold by prospectus only. Investors should consider the mutual fund and ETF's investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information and can be obtained from the ETF's sponsor and is available from your financial advisor. Separately Managed Accounts (SMAs) may not be appropriate for all investors. SMA minimums are typically $200,000 and may be more appropriate for affluent investors with $300,000 or more to invest.
You should understand that the annual advisory fee charged in the these programs is in addition to the management fees and operating expenses charged by mutual funds and exchange-traded funds if applicable. These additional considerations, as well as the fee schedule, are listed more fully in the Client Agreement and the Raymond James & Associate's Form ADV Part 2A.
Additional risks may include:
Definitions:
NOT Deposits • NOT Insured by FDIC or any other government agency •
NOT GUARANTEED by the bank • Subject to risk and may lose value
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