In today’s volatile economic climate, protecting your hard-earned wealth is critical. Being a part of Raymond James puts the financial strength of a highly respected global company behind your investments.
Raymond James & Associates is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). An explanatory brochure is available upon request, at sipc.org or by calling 202-371-8300. Raymond James has purchased excess-SIPC coverage through various syndicates of Lloyd’s, a London-based firm. Excess SIPC is fully protected by the Lloyd’s trust funds and Lloyd’s Central Fund. The additional protection currently provided has an aggregate firm limit of $750 million, including a sub-limit of $1.9 million per customer for cash above basic SIPC limits for the wrongful abstraction of customer funds. Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
By integrating the many branches of your financial life into a unified whole, we make it easier for you to manage and monitor your assets. Our regular communications and streamlined reporting processes help you gain a complete picture of your financial status without having to request reports from multiple sources.
At the same time, as the single point of contact for all your wealth management needs, we can address any questions or concerns you do have. If we are unable to provide a thorough answer immediately, we will follow up as needed to ensure that you receive a timely, well-informed response.
To address the full breadth of your financial picture, we use a consultative, team-based approach. In addition to seeking your input and that of our team, we also collaborate as needed with members of your family, selected Raymond James specialists and outside professionals.
