Raymond James: Our dedicated partner
Alternative Investments
Using private markets and alternatives to compliment your portfolio
Through our partnership with Raymond James we can offer a wide range of opportunities beyond traditional investments. Using the private market and alternative investments, we have access to high quality offerings across asset classes – including funds as well as direct opportunities –available to a wide range of clients. We can work together to determine what strategies might be a good fit for your goals.
Please see below for a sample of some of our offerings:
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Private equity managers seek to make privately negotiated investments in companies, ranging from providing capital for startup companies to “buying out” mature companies with the intent of improving fundamentals and, in turn, the value of the businesses. We assist you in selecting private equity managers that will best complement your portfolio.
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Private credit strategies involve lending directly to companies or projects outside traditional banks, often in exchange for higher yields and customized terms. These investments may include business development companies (BDCs), direct lending, and asset-backed lending. We assist you in identifying private credit opportunities that align with your portfolio objectives and liquidity needs.
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Real assets strategies focus on investments in physical properties and infrastructure designed to generate income and potential appreciation. These may include Core/Core+, Value-add, and Opportunistic approaches across real estate and infrastructure. We help you evaluate real asset opportunities that complement your short- and long-term financial goals.
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Hedge funds typically offer private investment management in a structure that provides managers broad flexibility in executing their mandates. They employ a wide array of strategies and may invest in a variety of financial instruments across global markets. We help assist you in determining the right investments to complement your portfolio
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Managed futures strategies trade in a variety of global markets, attempting to identify and profit from rising or falling trends that develop in these markets. Markets that are traded often include financials (interest rates, stock indices and currencies), as well as commodities (energy, metals and agricultural). Through careful selection, we help you identify the managed futures funds that best suit your needs.
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Differentiated investments for the most sophisticated clients – individuals and entity investors with at least $50 million in total assets – which are not readily accessible on a traditional wealth management platform, including direct investments in the private marketplace and access to an extensive range of asset classes and platforms.
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Strategies like equity exchange funds, 1031 solutions, and tax-loss harvesting vehicles can help your clients reduce their tax liabilities or help defer taxes on gains. Always consult your tax professionals before making an investment in vehicles like these.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal advice with the appropriate professional.
Investors should consider the investment objectives, risks and charges and expenses of business development companies carefully before investing. The private placement memorandum contains this and other information about this investment. The private placement memorandum is available from your financial advisor and should be read carefully before investing.
Be advised that investments in real estate and in REITs have various risks, including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Additionally, investments in REIT’s will fluctuate with the value of the underlying properties, and the price and redemption may be more or less than the original price paid.
Managed futures involve specific 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. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses may be avoided.
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 any substantial losses will be avoided. Diversification does not ensure a profit or guarantee against a loss.
