Strategic Investment Management services operates as a division of Eagle Asset Management, specializing in fixed income investment advisory and management services tailored for institutional clients such as banks, trusts, insurance companies, and other financial corporations. Strategic Investment Management services aims to help clients optimize their total balance sheet performance through a disciplined approach to investment portfolio and balance sheet management. The firm provides both discretionary and non-discretionary investment advisory services, developing customized investment strategies that accommodate capital, liquidity, growth, and income targets. Strategic Investment Management services focuses heavily on fixed income securities and works closely with institutional clients to evaluate short- and long-term investment positions, risk tolerances, balance sheet growth strategies, and capital allocation strategies. The firm is backed by its parent company Eagle Asset Management and ultimately Raymond James Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees typically range from 0.08% to 0.15% annually and may vary based on portfolio size and other factors at the firm's discretion.