A caring, accredited
and experienced team
The Muir Investment Team of Raymond James Ltd. was founded in 1998 with the goal of assisting our clients with every aspect of their financial lives – and essentially becoming and remaining their most trusted advisor.
We take a true team approach to proactively helping individuals, families and institutional investors build, preserve and manage wealth. The advantage is that it enables us to bring more than one mind to the task of achieving our clients’ goals, offering strengths that no one individual can provide.
It’s always been our view that equity research and high-quality client service require more than one or two individuals to do successfully. It’s why we offer an all-encompassing approach purposely designed to address the totality of your needs while always acting in your best interest.
Already have an advisor? We offer complimentary second opinions.
We can conduct a complimentary portfolio review to help you assess your current financial picture, listen carefully to your needs and objectives, analyze your current portfolio and provide constructive recommendations, and identify strategies and opportunities for protecting and building your family’s wealth.