An array of investment strategies

Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors. We then further refine that pool to reveal options suited to your specific needs, placing your best interests first in all decision-making.

Your needs are unique, and we believe your investment strategy should be customized to them.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.

  • We are committed to offering you access to quality investment opportunities. Using our extensive experience with the various choices for your portfolio, we can help guide you toward investments that are the right fit for your circumstances.

    Our offerings include:

    • Alternative investments
    • Separately managed accounts
    • Unified managed accounts
    • Managed discretionary accounts
    • Wrap accounts
    • Structured products
    • Options
    • Traditional investments, like equities, fixed income, annuities, mutual funds, exchange-traded funds

     

    Investments and account types mentioned may not be suitable for all investors.

  • Our rigorous research and due diligence of investment managers and related products helps ensure we meet the needs of our investors. We strive to thoroughly vet the wide array of investment strategies we offer. We also stay informed about what’s going on in the markets, reviewing detailed reports and analysis as well as the latest market and economic commentary.

  • We employ a personalized process to build a customized, diversified investment strategy that works toward your objectives. This process begins with focusing on what’s most important to you as we build a lasting relationship based on understanding and trust. Our team then designs and manages your financial plan, adjusting along the way to help meet your changing needs.

    Asset allocation and diversification do not ensure a profit or protect against a loss.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

related resources

The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Read
Markets & Investing
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Read
Markets and Investing
When markets react, consider a broader historical perspective before changing your financial course.
Read
Markets & Investing
Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon.
Read
Markets & Investing
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Read
Markets & Investing
Plan your financial future

Connect with us

 

There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use