High quality solutions customized to meet your needs
With respect to prime brokerage services and the safekeeping of client assets, we offer high quality solutions customized to meet our clients’ needs. We employ the platform and comprehensive clearing and custody services of Raymond James & Associates, one of the nation’s leading diversified financial services firms. Its client-first focus translates to tailored solutions for institutional investors – including the ability to trade away on margin, execute short sales, and conduct away block trading – and timely and responsive service and support. Efficiency and accuracy are emphasized in each of its offerings, including clearing, settlement, asset servicing, reporting, foreign exchange and more.
Our investors also enjoy simple and secure access to their portfolio data, as well as robust reporting capabilities. You can monitor the details of your investment positions and transactions in one place using a consolidated view that facilitates record-keeping.
With a custodian that adheres to high standards for efficiency and risk management, you can meet the challenges of investing in today’s evolving markets.
- Prime brokerage services, including the ability to trade away on margin, execute short sales, and conduct away block trading
- Securities processing and settlement
- Asset safekeeping
- Comprehensive reporting
- Foreign exchange
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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.