Date: Thu, 18 Dec 1997 10:39:37 GMT Server: WebSitePro/1.1h Accept-ranges: bytes Content-type: text/html Last-modified: Fri, 14 Feb 1997 17:45:40 GMT Content-length: 11847 The Benefits of Professional Asset Management
Investment & Financial Planning

Eagle Asset Management

Established in 1976, Eagle is an investment advisor registered with the Securities and Exchange Commission. We currently manage more than $2.5 billion for clients which include individuals, corporations, trusts, municipalities and endowments. Our St. Petersburg, Florida, headquarters employs over 90 individuals, including 17 investment professionals. Each Eagle account is individually managed, and performance data is examined by an internationally recognized accounting firm. All performance is reported net of all fees and expenses. Clients receive regular reporting and communications, including individual performance summaries, cost basis and market value information, quarterly newsletter and monthly letters from Portfolio Management.

Eagle's mission is to provide its clients with:
Investment professionals with extensive experience,
Customized financial solutions,
Superior long-term investment performance and
Comprehensive client services.

Each of Eagle's investment professionals have extensive experience in the financial industry:

Kenneth W. Corba
Chief Investment Officer, Growth Equity Portfolio Manager
Ken has 12 years of investment experience and is responsible for the management of all growth equity portfolios. Prior to joining Eagle in 1995, Ken served as director of the Capital Management Group of Stein Roe & Farnham in Chicago, which managed more than $2 billion in assets for individuals, mutual funds and institutional investors. He earned his B.S. and M.B.A. from the University of Michigan. A chartered financial analyst, Ken is a member of the Investment Analyst Society of Chicago.

Joseph G. Blanton
Senior Vice President, Fixed Income Portfolio Manager
Joe has 31 years of investment experience and is responsible for the management of all fixed income portfolios. Prior to joining Eagle in 1986, Joe was a senior vice president and principal at Professional Capital Management, Inc., where he was responsible for managing $350 million of fixed income securities. Joe also served 14 years as a fixed income portfolio manager and analyst for bank trust departments at firms including Barnett Bank and Sun Bank. He earned his B.S. degree from the University of Florida in 1965.

Bert L. Boksen
Senior Vice President, SmallCap Equity Portfolio Manager
Bert has 19 years of investment experience and is responsible for the management of all small cap equity portfolios. Prior to joining Eagle in 1995, Bert served as co-director of equities research and chief investment officer of our affiliate, Raymond James & Associates. He was also chairman of the Raymond James Focus List Committee. He also served two years as a general analyst with Standard & Poor's in New York. Bert earned his B.A. from City College of New York and his M.B.A. from St. John's University. He is also a chartered financial analyst.

Louis Kirschbaum
Senior Vice President, Equity Income Portfolio Manager
Lou has 24 years of investment experience and is responsible for the co-management of all equity income portfolios. Prior to joining Eagle in 1986, Lou served as director of research for Value Line where he also managed Value Line's convertible bond fund. Lou earned his B.S. with honors in 1970 from Michigan State University.

Michael J. Chren
Senior Vice President, Value Equity Portfolio Manager
Michael has 10 years of investment experience and is responsible for the management of all value equity portfolios. He joined Eagle in 1994 as a research analyst and became co-portfolio manager of the equity income program. Prior to joining Eagle, Michael worked on Wall Street for several years as an analyst and trader for firms including Bear, Stearns & Co., Mabon Securities and J.P. Morgan. He earned an M.B.A. from Carnegie Mellon University along with an M.A./B.A. from Yale University. He is currently pursuing his Chartered Financial Analyst designation.

David M. Blount
Vice President, Equity Income Portfolio Manager
David has 13 years of investment experience and is responsible for the co-management of all Equity Income portfolios. Prior to joining Eagle in 1993, David was an investment analyst for Allstate Life Insurance Company. He graduated from the University of Florida in 1983 with a B.S. in business administration with a major in finance. He is both a Chartered Financial Analyst and a Certified Public Accountant.

Martin Currie Investment Management Limited
Subadvisors to the Eagle International Equity Portfolio
Eagle selected Martin Currie, an international investment advisory firm, as the subadvisor for the Eagle International Equity Portfolio.
Established in 1881, Martin Currie manages more than $6.5 billion for clients. Headquartered in Edinburgh, Scotland, Martin Currie employs more than 30 investment professionals divided into six different geographic investment teams. The firm practices a diversified investment approach that provides exposure in both established and emerging markets


Eagle offers a broad range of investment solutions which allow clients to tailor investment programs to meet individual needs. There can be no assurance that their objectives will be attained.


Eagle's client services features include the following:
Comprehensive statements,
Individual performance reporting,
Insight quarterly newsletter,
Annual summary of gains and losses and
Toll-free client services department.

For more information about the benefits of professional asset management, please contact your Financial Advisor. If you are not yet a client, please use the convenient Office Locator below to find the office(s) nearest you.

Account Access

Copyright © 1997, Raymond James Financial, Inc. All rights reserved.
This page last updated: Feb 14, 1997