Helping nonprofit organizations fulfill their important missions

The nonprofits we serve include a wide range of organizations, from foundations to endowments, and churches to scholarship funds. They turn to us for insightful, practical strategies to important financial issues facing their organizations. They rely on us for seasoned financial guidance and a conservative investment approach designed to carefully create growth while preserving assets.

We are highly experienced in assisting organizations with sound investment counsel and strategic planning, and providing expertise in areas such as cash flow management, risk management, tax planning, transaction services and portfolio construction and management.

We understand and appreciate nonprofits’ altruistic nature, and are prepared to assist your organization, collaborating with your directors, board members and other professional advisors such as trustees, attorneys and CPAs.

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. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

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