Specialized guidance for not-for-profits and endowments

Not-for-profits and endowments rely on us to be prudent managers of their capital, tailor an investment approach to their particular needs, and address essential financial matters such as cash flow, risk management and tax liability. We also can assist with strategic planning, collaborating with their directors, board members and other professionals such as trustees, attorneys and CPAs.

There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital. Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.