High-Net-Worth Clients

High-net-worth clients have specialized needs that must be addressed with patient diligence and careful consideration. Our team specializes in meeting the needs of high-net-worth clients and would be glad to do a complimentary review of your portfolio in order to establish if our services and expertise would be a good fit for your investment goals.

In addition to our core services, we offer alternative investments for the high-net-worth client, including:

• Hedge funds and long/short equity investments*
• Managed futures*
• Tax-advantaged exchange funds
• Non-traded REITS
• Private placement life insurance

* These investments are speculative, involve a high degree of risk and are only suitable for those who are able to assume the risk of losing their entire investment.

We also offer investors our premier account, Capital Access, that can make investing, financial planning and cash management easier by combining a full-service investment account with a comprehensive cash management program. The conveniences of joining traditional investment and financial planning services can leave you with more time to enjoy life.

The Capital Access account is an unmatched combination of the benefits you deserve and the conveniences you want ... all in one account. It provides the opportunity to earn points for each purchase and the ability to redeem points for an array of items, including exciting vacations, high-tech electronics, gift certificates and more.

To learn more about our investment services for the high-net-worth individual or the Capital Access accounts at Raymond James & Associates, Inc., please contact us today at 423-510-8889.