Full-service support for an array of needs
When you work with our team, you not only benefit from our accumulated knowledge and experience. Also at the ready are the specialized professionals at Raymond James headquarters, who can assist with everything from customized trusts to cash management. We collaborate with these teams in service of your distinct needs and goals.
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Our clients want comprehensive and integrated solutions. That’s why we partner with Raymond James Bank, a subsidiary of Raymond James Financial since 1994, through which we can provide corporate banking products and deposit accounts to clients. The bank also partners with other institutions for commercial loan business, focusing on credit products that meet its rigorous underwriting and credit standards.
Unless otherwise specified, products purchased from or held at Raymond James & Associates are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, a Florida-chartered bank, are not guaranteed by Raymond James Bank, and are subject to investment risks, including possible loss of the principal invested.
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Through Raymond James, we can offer full-service asset management for those who prefer to utilize the skills and expertise of professional money managers. A comprehensive process helps match your unique goals and risk tolerance with an asset allocation model that’s right for you – from capital protection to asset growth designed to meet your long-term goals.
Asset allocation does not guarantee a profit nor protect against loss.
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Through Raymond James Trust, we offer complete personal trust services, including serving as trustee or as an agent or custodian for individual trustees. Raymond James Trust also serves living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts.
Raymond James Trust, N.A., is an affiliate of Raymond James & Associates, Inc.
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The Raymond James Alternative Investments Group provides a selection of nontraditional investments to serve the more extensive financial needs of higher-net-worth clients. While traditional investments are the foundation of most investment portfolios, we believe in the appropriate use of alternative investments as a source of reduced portfolio correlations, especially in times of market instability.
Alternative investments are not suitable for every investor. They 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.
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Because insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. Through our affiliate, Raymond James Insurance Group, we can provide a wide array of quality insurance alternatives that can offer an important layer of safety for you. We can help you build a protective cushion with life insurance, preserve your estate with long-term care insurance and combine protection and tax-advantaged growth opportunities with annuities*.
*Guarantees are based on the claims-paying ability of the insurance company.
