Services to address all of your priorities in life.

Your financial objectives may range from accumulating wealth to making your money last as long as possible through retirement. In fact, over the course of your lifetime, you will undoubtedly pursue all of these goals. With the full range of financial services we offer through Raymond James, we can help you be prepared for all the significant events of your life. We pride ourselves in providing the highest level of both service and personal attention, which far surpasses the industry norm. We understand the inherent value of taking care of families and their financial security which has become our specialty.

Family Financial Management

The advisors at York Investment Partners specialize in providing comprehensive investment and wealth management services to individuals and families with an emphasis on multi-generational families and family businesses.

We take the time to get to know our clients and respond to their needs, concerns and goals. Our mission is to develop trusted relationships that continue through generations.

We promise each client a team approach dedicated to providing personalized and sophisticated investment strategies. In addition, we bring a full range of resources that help ensure our clients feel confident and secure.

Retirement Planning

Because people are living longer today, the possibility of going 30 years without a paycheck takes careful retirement planning and disciplined investing. Once in retirement, preserving your wealth and maintaining your lifestyle are likely among your highest priorities. You aspire to stay in your home as long as you want and be able to leave behind the legacy you had envisioned. We can help you prepare for this most significant milestone in life.

Estate planning

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.

A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next, and mitigate related tax issues.

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

Raymond James and its advisors do not offer tax or legal advice.

Trust Services

Through Raymond James Trust N.A., we offer a full array of trust structures, including charitable-giving tools that may also feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.

Raymond James and its advisors do not offer tax or legal advice.

Services for Executives

The rewards of providing uncommon vision and leadership can be significant, but with them often come unique challenges and risks, such as highly concentrated stock positions. We can you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James:

  • Personal Financial Solutions
  • Financial and Estate Planning
  • Tax Planning
  • Risk Management
  • Portfolio Design and Management
  • Alternative Investments
  • Lending
  • Insurance
  • Education Planning

Executive Transactions:

  • ESOPs
  • Cashless Stock Option Exercises
  • Rule 144 Executions
  • 10b5-1 Sales Plans
  • Hedging and Monetization for Concentrated Equity Positions

Corporate Solutions:

  • Share Repurchase Programs
  • Corporate Cash Management
  • 401(k) Retirement Programs
  • Other Retirement Programs
  • Executive Benefit Platforms

Raymond James and its advisors do not offer tax or legal advice.

Cash Management

You know cash plays a vital role in your day-to-day finances, but have you thought about how big a role it should play in your plans for the future?

How it could be managed more effectively to help meet near-term needs and work harder for your lifelong goals?

How it could be managed more efficiently and preserved more effectively?

How it could be seamlessly integrated with your investment accounts to give you a simple, consolidated view of your finances?

Read more »

Asset Management

Raymond James offers full-service asset management for clients who prefer to utilize the skills and expertise of professional money managers.

Asset Management Services – Personal asset management of individual portfolios by professional asset managers is now available to most investors. The advantages are that the manager understands the objectives of the investor and focuses all of his or her working day on the selection of investments for and the subsequent monitoring of client portfolios.

Eagle Asset Management – Eagle Asset Management provides institutional and individual investors with a broad array of separately managed account and mutual fund products designed to meet long-term goals. Founded in 1976, Eagle was built on the cornerstones of intelligence, experience and conviction that we believe clients expect from their investment managers.

Eagle Boston Investment Management – Eagle Boston Investment Management specializes in small-capitalization investment management and currently manages in excess of $700 million for institutions and high-net-worth individuals. Organized in April 1992, Eagle Boston is a wholly owned subsidiary of Eagle Asset Management.

Freedom Account – Industry-leading approaches to investment management and risk analysis. These mutual-fund, ETF and Unified Managed Account wrap programs provide institutional-quality investments with no traditional sales charges or transaction charges, just a simple, asset-based fee. Your portfolio is constantly monitored and rebalanced annually.

Visit RJFreedom.com to learn more. »

What Else You Should Know About Fee-Based Accounts?

Further information on the funds selected for the Freedom Portfolios is available by prospectus, which can be obtained through your financial advisor. Investors should carefully consider the investment objectives, risks, charges and expenses of the Freedom Portfolios before investing. The prospectus contains this and other information about the funds and should be read carefully before investing.

Institutional Consulting Services – Unique challenges require unique support. We’re here to provide objective advice for all aspects of institutional consulting – from strategy development and investment research to reporting and periodic reviews. We understand the importance of our clients meeting their investment stewardship obligations. No matter your needs, we can work with you to develop a consulting solution tailored to the needs of your organization.

Eagle Asset Management is a subsidiary of Raymond James Financial. Small cap investing involves greater risks and is not suitable for all investors.

Goal Planning & Monitoring

Together, we can take financial planning to new levels with tools to help you plan and pursue your short- and long-term goals. It’s never been easier to set your personal retirement and financial goals and follow their progress. First, watch the informative video, below. Next, print out and complete the Retirement Readiness Checklist to gauge your readiness for retirement. Then, give us a call and let’s get started.

Click to view video »

Investment Services

Stocks and the stock market

Every day, millions of people trade stock in markets around the world. But what does it actually mean to own stock? For many, it simply represents a dream of financial gain. But stocks are much more than investments. They allow companies to expand business overseas, build new buildings, create more jobs, offer better pay and conduct life-saving research.

By learning about this complex system, you can begin to understand the importance stocks play in our economy. And you can make more informed decisions about your own investment portfolio.

What is stock?

Stock signifies ownership in a corporation. Many companies issue stock, also known as equity, to raise money for expansion, equipment upgrades or other costly developments.

By purchasing stock, you are actually paying for a small percentage of everything the company owns. Generally, investors purchase stock to realize capital gains.

Bonds

Bonds can play an important role in a well-diversified portfolio. They can provide predictable income and, most important, relative safety of principal.* Also, bonds may help minimize overall volatility.

Bonds can benefit an investor’s portfolio in a variety of ways. For retirees, bonds may provide a predictable income stream and relative safety of capital. For other investors, bonds can help meet future wants or needs, such as vacations, college funding or the purchase of a house.

* If held to maturity, subject to issuer credit risk. If sold prior to maturity, you will receive the then-current market value, which may be more or less than your initial investment.

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. Past performance is not indicative of future results.

Insurance and Annuities

Since insurance helps protect you in case of accident, illness, disability or death, it plays a crucial role in your comprehensive financial plan. Through Raymond James, we can provide a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family, your business or your organization.

For example, 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.