Does my financial advisor act as a fiduciary?
Yes! Forman Investment Services financial advisors act in a fiduciary capacity for all of our clients’ advisory accounts, with custody being held through Raymond James Financial Services Advisors, Inc.
Raymond James has delivered 152 consecutive quarters of profitability.* We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.
Raymond James has been ranked the #1 Wealth Management Firm for Advised Investor Satisfaction and Most Trusted in the J.D. Power 2025 U.S. Investor Satisfaction Study.
*As of 3/31/2026. Past performance is not an indicator of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.