Home Office Partners

This department specializes in assisting us in managing corporate retirement plans as well as foundations, endowments and other large pools of assets.

If you’re considering selling your business or need capital for growth, Raymond James has solutions to facilitate your business capital needs.

Their expertise extends to investment banking services, including mergers, acquisitions and capital raising.

The Wealth Solutions team conducts research and provides insights on estate planning and tax matters.

They collaborate directly with our clients’ attorneys, accountants and other professionals.

Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.

For clients with substantial assets (over $50 million), Raymond James offers a specialized desk for distinct investment opportunities.

Private Institutional Client products and services (“PIC Services”) are non-discretionary, non-fiduciary, and non-advisory investment opportunities in all asset classes, conventional and alternative, that are only available to certain Alex. Brown and Raymond James clients who qualify as an “institutional account” as defined in FINRA Rule 4512(c), that are highly sophisticated investors with experience in independently evaluating and making investment decisions with respect to securities and investment strategies similar to that made available through PIC Services, which may include, without limitation: (1) arbitrage of exchange listed securities, publicly traded corporate bonds, and structured products with an underlying correlation to market indices, volatility, dividends, and longevity risk; (2) private markets investments, including, without limitation, illiquid direct investments in emerging private companies, real estate investments, and other managed alternative investments; and/or (3) structured credit and other debt instruments, including without limitation, collateralized debt obligations (CDOs), and asset backed securities.

This group evaluates existing annuities, life insurance policies, and long-term care options.

They also research available products for us to select on our clients behalf.

Raymond James & Associates is affiliated with the Raymond James Insurance Group.

As a full-service trust company, they administer estates and act as corporate trustees when necessary.

Trust services play a crucial role in estate planning and wealth preservation.

Raymond James & Associates, Inc. is affiliated with Raymond James Trust, N.A.

The full-service bank assists clients with lending, deposits, and cash management.

Whether it’s financing or day-to-day banking, Raymond James Bank provides comprehensive support.

Raymond James & Associates, Inc. is affiliated with Raymond James Bank, member FDIC. Unless otherwise specified, products purchased from or held at Raymond James & Associates are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank, and are subject to investment risks, including possible loss of the principal invested.

Raymond James offers resources for longevity planning, including Medicare guidance and home modifications for aging in place.

Hedge funds, private equity, structured notes, and private REITs are part of the alternative investment offerings.

These options diversify portfolios beyond traditional stocks and bonds.

Alternative Investments involve substantial 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. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification does not ensure a profit or protect against a loss.

Research groups within' Raymond James focus on specific market areas.

Their insights inform investment decisions and keep clients informed.

The full fixed income and equity trading desks execute investment transactions efficiently.

Clients benefit from timely execution and market expertise.

Raymond James helps clients make a positive impact by facilitating charitable giving.

Whether through donor-advised funds or other mechanisms, we enable clients to help others.

Raymond James’ collaborative approach ensures that clients receive tailored advice and comprehensive solutions for their financial goals.

Raymond James Charitable is the brand name for the Raymond James Charitable Endowment Fund^®, an independent public charity with a donor advised fund program.