Next-level strategies for every client
Our clients deserve only the best and most robust services to pair with each personal financial need. That’s why we continue to provide the sophisticated strategies and support that our clients demand. Areas of enhanced solutions include:
Alternative investments
Access to premier alternative investment managers through an array of institutional-quality strategies, including commodities, hedge funds, private equity, real estate and others.
Equity capital markets
We can provide IPOs and block trades, follow-on offerings, private placements/PIPES and convertible bonds.
Institutional equity coverage
Dedicated research teams provide a breadth and depth of quality positions.
Syndicate
Groups are formed to broaden awareness, strategically price offerings or pool resources as we take care of specific large-scale client needs.
There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital. Alternative investments 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.
*Services provided by Deutsche Bank, which is not affiliated with Raymond James.