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  • Crystal Financial of Raymond James
    2101 SE US Highway 19 Crystal River, FL 34429-9067 T: 352.220.6406 F: 352.795.4649 TF: 800.443.4368
    Map and Directions Map and Directions
Crystal Financial of Raymond James logoCrystal Financial of Raymond James logo

Comprehensive guidance for nonprofits

Comprehensive guidance for nonprofits

Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.

We offer strategic guidance to strengthen your finance office and help your organization manage its assets efficiently. Whether you need assistance with planning, strategy, asset allocation, investment research or stewardship responsibilities, our team works alongside your own to develop plans that are designed to align with your corporate vision and philanthropic endeavors.

Our advisors provide independent research and investment strategies to prudently develop a financial plan designed to support your needs while managing risk. We stay abreast of the latest tax regulations and investment trends, utilizing the bandwidth of our capabilities to help ensure your strategy is as streamlined as possible. In the end, our goal is to offer investment guidance and prudent portfolio management – with your mission in mind.

Services Include

  • Investment Policy Review
  • Asset Allocation Guidance
  • Investment Manager Research and Selection
  • Performance Reporting
  • Retirement Plan Selection and Advisory
  • Consulting and Education
  • Risk Management

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss.

Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

related resources

Understanding the types of endowments

Understanding the types of endowments

How to maximize your impact through long-term support.
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Estate & Giving
403(b) Savings Calculator

403(b) Savings Calculator

403(b) plans are only available for employees of certain nonprofi...
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Retirement
Compound Interest and Your Return

Compound Interest and Your Return

How interest is calculated can greatly affect your savings. The m...
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Savings & Investments
Sophisticated wealth management
Always here for you
Crystal Financial of Raymond James logoCrystal Financial of Raymond James logo
  • CRYSTAL FINANCIAL OF RAYMOND JAMES
  • Email amy.barbieri@raymondjames.com
  • 2101 SE US Highway 19 Crystal River, FL 34429-9067
  • T 352.220.6406
  • F 352.795.4649
  • TF 800.443.4368
  • Map & Directions
  • Map & Directions
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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.

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