Skip to content
Trey Shepherd
T:
512.418.4416
TF:
800.372.3222
F:
844.685.2512
D:
512.983.3110
Map & Directions
Map & Directions
X
Menu
Home
Our Clients
Our Clients
Business Owners
Corporate Executives
Corporate Retirement Plans
Endowments & Foundations
Women Investors
Services
Services
Alternative Investments
Business Planning
Corporate Retirement Plan Consulting
Estate, Charitable Giving & Trust
Financial Planning
Investment Management
About Us
About Us
Trey Shepherd
What Makes Us Different
About Raymond James
Resources
Resources
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Trey Shepherd
6034 W Courtyard Dr
Ste 305
Austin, TX 78730-5035
T: 512.418.4416
TF: 800.372.3222
F: 844.685.2512
D: 512.983.3110
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Markets & Investing
Retirement & Longevity
Topic
Investment Strategy
Longevity Planning
Media
Document
Updated: April 2025 Investment Strategy Quarterly
4/10/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
See More
Markets & Investing
Longevity Planning Questionnaire
7/24/2018
See More
Retirement & Longevity
Advocacy in Your Time of Need
7/24/2018
See More
Retirement & Longevity
Longevity Planning Questionnaire
7/24/2018
See More
Retirement & Longevity
Healthcare Services You Can Depend On
7/24/2018
See More
Retirement & Longevity
Load more
Load more