Investment Banking & Alternative Investments
In a complex financial world, traditional strategies may only take you so far. We help you explore opportunities designed to support long-term growth, manage risk, and align your financial and business goals.
These offerings go beyond the conventional, with comprehensive guidance and thoughtful planning every step of the way.
Investment Banking AccessNo matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers.
Behind Raymond James' full-service investment banking capabilities are hundreds of specialized professionals in strategically located offices throughout the U.S., Canada, and Europe, within nine growth-oriented industry practices to serve you.
Alternative Investments*
Exploring alternatives means having the flexibility to meet your evolving financial goals. We believe broad diversification across asset classes is key to achieving long-term success while balancing risk and return.
In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need to obtain/achieve financial independence.
Services include:
Strategic advisory and transaction planning
Capital markets expertise
Business valuation
Access to experienced senior bankers
Specialized teams across nine key industries
Whether you are raising capital, expanding operations, or preparing for a sale, we connect you to the right resources and help integrate those decisions into your broader financial plan.
We offer access to a wide range of strategies, including:
Hedge funds
Managed futures
Funds of funds
Private equity
Private real estate
Other non-traditional assets
Not every investment is suitable for every investor. We take the time to understand your goals, evaluate each option carefully, and ensure that any alternative investment fits well within your overall strategy.
*Alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. You should only invest in hedge funds if you do not require a liquid investment and can bear the risk of substantial losses. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation to buy or sell any individual security or any combination of securities. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision.