Significant wealth creates not only exceptional rewards, but distinctive financial planning needs as well. It also demands a more extensive array of investment opportunities and services. We offer a broad range of specialized solutions to meet those needs.

Alternative Investments
The Raymond James Alternative Investments Group provides thorough research and selection of nontraditional investments for potential inclusion in client portfolios. Using the services provided by this team, we offer access to a variety of investments that have historically demonstrated lower correlation to standard market indices, including hedge funds, fund of funds, managed futures, private equity and real estate, as well as equity exchange funds for large, concentrated equity positions and similar opportunities.

Asset Management
Because your lifestyle and financial needs are unique, we offer specialized accounts and portfolios that encompass a wide range of investment strategies. From capital preservation to asset growth, we will help determine which model is right for you based on your personal goals and risk tolerance.

Estate Planning
Reducing your tax obligations now and ensuring the efficient transfer and preservation of your assets in the future are critical to effectively managing your wealth. Using the vast resources offered by Raymond James – including the specialized services provided by Raymond James Trust N.A. and Raymond James Insurance Group – and working in conjunction with your other professional advisors, we can address your concerns and develop strategies intended to incorporate estate, trust and insurance solutions into your financial plan.

Additional Services
Through our relationship with Raymond James, we also provide access to extensive asset management services, fixed income strategies, and solutions for companies and executives. In addition, for investors meeting certain qualifications, we can arrange a visit to the Raymond James home office in St. Petersburg, Florida. This visit can provide further in-depth information about the firm’s products, services and support resources, plus the opportunity to meet with respected Raymond James experts in a variety of areas.


There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.

The alternative investment vehicles we offer include, but are not limited to:

Through careful selection, as well as ongoing monitoring, we can assist you in determining the right combination of alternative investments to complement your portfolio.

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.

* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.