Investment objectives

The advisory committee spokesperson from the charitable organization may recommend that the endowment assets be invested in one of three investment objectives:

Balanced – Seeks to balance the production of income, preservation of capital and growth of capital.

Growth with income – Seeks to emphasize the growth of capital over the production of income.

Growth – Seeks long-term capital appreciation. Income may or may not be sought and will always be secondary.

Requests to change the investment objective can be made up to four times per year and will be considered by the Raymond James Charitable Board of Directors during its regularly scheduled quarterly meetings.