We offer advice tailored to owners of private companies, institutions and high net worth investors seeking solutions to meet their goals. Our team provides ongoing planning and investment management that helps enable our clients to reach their goals over the long term.

Concentrated Stock Positions

The rewards of providing vision and leadership in a publicly traded company can be significant. These rewards often come with unique challenges and risks, such as highly concentrated stock positions. We can help you meet your comprehensive financial needs by leveraging the diverse resources of Raymond James to manage your unique risks.
Developing Strategies for Corporate Executives

Insurance Planning

Whether you are drafting a business succession plan, or providing confidence for your family, Insurance may help protect you from the unexpected. Insurance plays a vital role in your comprehensive financial plan. We provide a wide range of innovative insurance strategies, including life, disability and long-term care insurance, that can offer safety for you, your family and business.

Institutional Consulting

Backed by the resources of Raymond James and the dedicated Institutional Consulting Services team, we offer institutions all aspects of investment consulting services, from strategy development and investment research, to reporting and prudent oversight to assist with fiduciary obligations. Working together with the institutional team, we are committed to creating a custom investment plan aligned with your organization’s mission and goals. The services we are able to provide for institutional clients include:

•  Investment Policy Review and Development
•  Asset Allocation Guidance
•  Investment Search and Selection Assistance
•  Performance Reporting
•  Research and Due Diligence
•  Services and Education for Fiduciaries

Tax – Aware Investment Management

Investing for life. Your life.

How you invest your assets largely determines how soon you’ll reach your goals. Whether you’re looking to grow your money over time, generate income in retirement or preserve your wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

We can help you narrow the overwhelming number of investment opportunities to identify the right ones for you and your family. From fixed income bond solutions, to individual equities to alternative strategies, we will provide an efficient, effective plan to manage your investments to the goals that are most important to you.

Charitable Planning

Creating your legacy and leaving your mark.

One of the greatest rewards of wealth is the ability to share that wealth with others. You’ve taken care of your own needs and wants, but it takes prudence and planning to make sure loved ones are well provided for and favorite charities supported for years to come.

We have the resources to customize a plan that not only protects your assets but also helps you share your wealth with those individuals, families, and charities you care about most.

We also have expertise working with select nonprofit boards to help boards meet their investment stewardship obligations with discipline, transparency and control.

Qualified and Non-Qualified Retirement Planning

Selecting the best qualified and non-qualified retirement solutions for your business can be overwhelming and complicated. Our goal is to make it simple. We have strategies to help you save money in a tax efficient manner today to meet the goals that you have set for tomorrow.

RJFS does not provide tax and accounting services.

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